GWSA
Global Wealth Strategies & Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Sell |
1,245
-10
| -0.8% | -$2.95K | 0.11% | 42 |
|
|
2025
Q1 | $312K | Buy |
1,255
+10
| +0.8% | +$2.49K | 0.09% | 43 |
|
|
2024
Q4 | $274K | Buy |
1,245
+113
| +10% | +$24.8K | 0.09% | 42 |
|
|
2024
Q3 | $250K | Hold |
1,132
| – | – | 0.08% | 40 |
|
|
2024
Q2 | $196K | Buy |
1,132
+72
| +7% | +$12.5K | 0.07% | 40 |
|
|
2024
Q1 | $202K | Hold |
1,060
| – | – | 0.08% | 44 |
|
|
2023
Q4 | $173K | Buy |
1,060
+10
| +1% | +$1.64K | 0.07% | 43 |
|
|
2023
Q3 | $147K | Hold |
1,050
| – | – | 0.07% | 47 |
|
|
2023
Q2 | $141K | Hold |
1,050
| – | – | 0.07% | 47 |
|
|
2023
Q1 | $138K | Hold |
1,050
| – | – | 0.07% | 44 |
|
|
2022
Q4 | $148K | Buy |
+1,050
| New | +$148K | 0.09% | 42 |
|