GWMIA
Global Wealth Management Investment Advisory’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+712
| New | +$210K | 0.04% | 140 |
|
|
2024
Q1 | – | Sell |
-383
| Closed | -$62.6K | – | 278 |
|
|
2023
Q4 | $62.6K | Hold |
383
| – | – | 0.02% | 181 |
|
|
2023
Q3 | $53.7K | Buy |
383
+83
| +28% | +$11.6K | 0.02% | 190 |
|
|
2023
Q2 | $40.1K | Buy |
+300
| New | +$40.1K | 0.01% | 209 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$28K | – | 286 |
|
|
2022
Q2 | $28K | Hold |
200
| – | – | 0.01% | 217 |
|
|
2022
Q1 | $26K | Hold |
200
| – | – | 0.01% | 239 |
|
|
2021
Q4 | $27K | Hold |
200
| – | – | 0.01% | 237 |
|
|
2021
Q3 | $28K | Hold |
200
| – | – | 0.01% | 239 |
|
|
2021
Q2 | $29K | Hold |
200
| – | – | 0.01% | 225 |
|
|
2021
Q1 | $27K | Sell |
200
-43
| -18% | -$5.81K | 0.01% | 228 |
|
|
2020
Q4 | $31K | Hold |
243
| – | – | 0.01% | 211 |
|
|
2020
Q3 | $30K | Sell |
243
-176
| -42% | -$21.7K | 0.01% | 201 |
|
|
2020
Q2 | $51K | Sell |
419
-170
| -29% | -$20.7K | 0.02% | 190 |
|
|
2020
Q1 | $65K | Hold |
589
| – | – | 0.03% | 157 |
|
|
2019
Q4 | $79K | Hold |
589
| – | – | 0.03% | 152 |
|
|
2019
Q3 | $86K | Sell |
589
-33
| -5% | -$4.82K | 0.04% | 142 |
|
|
2019
Q2 | $86K | Sell |
622
-544
| -47% | -$75.2K | 0.04% | 144 |
|
|
2019
Q1 | $165K | Buy |
1,166
+590
| +102% | +$83.5K | 0.09% | 124 |
|
|
2018
Q4 | $66K | Buy |
+576
| New | +$66K | 0.04% | 207 |
|