GPS Wealth Strategies Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Sell |
1,984
-11
| -0.6% | -$3.24K | 0.07% | 166 |
|
|
2025
Q1 | $496K | Sell |
1,995
-794
| -28% | -$197K | 0.07% | 172 |
|
|
2024
Q4 | $613K | Sell |
2,789
-2,147
| -43% | -$472K | 0.08% | 150 |
|
|
2024
Q3 | $1.09M | Sell |
4,936
-2,971
| -38% | -$657K | 0.15% | 101 |
|
|
2024
Q2 | $1.37M | Sell |
7,907
-616
| -7% | -$107K | 0.21% | 82 |
|
|
2024
Q1 | $1.63M | Buy |
8,523
+7,480
| +717% | +$1.43M | 0.26% | 76 |
|
|
2023
Q4 | $171K | Buy |
1,043
+126
| +14% | +$20.6K | 0.03% | 268 |
|
|
2023
Q3 | $129K | Sell |
917
-30
| -3% | -$4.21K | 0.02% | 312 |
|
|
2023
Q2 | $127K | Sell |
947
-79
| -8% | -$10.6K | 0.02% | 317 |
|
|
2023
Q1 | $135K | Buy |
+1,026
| New | +$135K | 0.03% | 294 |
|
|
2022
Q4 | – | Sell |
-843
| Closed | -$100K | – | 565 |
|
|
2022
Q3 | $100K | Buy |
843
+41
| +5% | +$4.86K | 0.03% | 306 |
|
|
2022
Q2 | $113K | Hold |
802
| – | – | 0.03% | 292 |
|
|
2022
Q1 | $104K | Buy |
802
+13
| +2% | +$1.69K | 0.02% | 300 |
|
|
2021
Q4 | $105K | Sell |
789
-78
| -9% | -$10.4K | 0.02% | 291 |
|
|
2021
Q3 | $115K | Hold |
867
| – | – | 0.03% | 261 |
|
|
2021
Q2 | $122K | Sell |
867
-762
| -47% | -$107K | 0.03% | 269 |
|
|
2021
Q1 | $207K | Sell |
1,629
-994
| -38% | -$126K | 0.06% | 185 |
|
|
2020
Q4 | $316K | Buy |
2,623
+4
| +0.2% | +$482 | 0.11% | 127 |
|
|
2020
Q3 | $305K | Buy |
+2,619
| New | +$305K | 0.12% | 113 |
|