GSWM
Golden State Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
1,594
+83
| +5% | +$24.5K | 0.06% | 247 |
|
|
2025
Q1 | $376K | Sell |
1,511
-171
| -10% | -$42.5K | 0.06% | 255 |
|
|
2024
Q4 | $370K | Buy |
+1,682
| New | +$370K | 0.06% | 241 |
|
|
2021
Q3 | – | Sell |
-1,403
| Closed | -$206K | – | 312 |
|
|
2021
Q2 | $206K | Buy |
+1,403
| New | +$206K | 0.05% | 285 |
|
|
2021
Q1 | – | Sell |
-2,020
| Closed | -$254K | – | 218 |
|
|
2020
Q4 | $254K | Sell |
2,020
-725
| -26% | -$91.2K | 0.07% | 202 |
|
|
2020
Q3 | $334K | Sell |
2,745
-223
| -8% | -$27.1K | 0.11% | 131 |
|
|
2020
Q2 | $358K | Buy |
2,968
+947
| +47% | +$114K | 0.11% | 116 |
|
|
2020
Q1 | $224K | Buy |
2,021
+388
| +24% | +$43K | 0.1% | 143 |
|
|
2019
Q4 | $219K | Sell |
1,633
-1,966
| -55% | -$264K | 0.04% | 52 |
|
|
2019
Q3 | $523K | Buy |
3,599
+326
| +10% | +$47.4K | 0.17% | 106 |
|
|
2019
Q2 | $451K | Sell |
3,273
-30
| -0.9% | -$4.13K | 0.14% | 127 |
|
|
2019
Q1 | $466K | Buy |
+3,303
| New | +$466K | 0.16% | 122 |
|