GLLW
Graves Light Lenhart Wealth’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $974K | Buy |
3,305
+1
| +0% | +$295 | 0.12% | 84 |
|
2025
Q1 | $822K | Buy |
3,304
+4
| +0.1% | +$995 | 0.1% | 88 |
|
2024
Q4 | $725K | Buy |
3,300
+1
| +0% | +$220 | 0.09% | 94 |
|
2024
Q3 | $729K | Buy |
3,299
+1
| +0% | +$221 | 0.09% | 93 |
|
2024
Q2 | $577K | Buy |
3,298
+2
| +0.1% | +$350 | 0.07% | 104 |
|
2024
Q1 | $629K | Sell |
3,296
-33
| -1% | -$6.3K | 0.07% | 98 |
|
2023
Q4 | $544K | Buy |
3,329
+1
| +0% | +$164 | 0.07% | 105 |
|
2023
Q3 | $473K | Buy |
3,328
+2
| +0.1% | +$284 | 0.06% | 107 |
|
2023
Q2 | $445K | Buy |
3,326
+1
| +0% | +$134 | 0.06% | 115 |
|
2023
Q1 | $436K | Buy |
3,325
+2
| +0.1% | +$262 | 0.07% | 109 |
|
2022
Q4 | $468K | Sell |
3,323
-326
| -9% | -$45.9K | 0.07% | 111 |
|
2022
Q3 | $434K | Sell |
3,649
-64
| -2% | -$7.61K | 0.07% | 111 |
|
2022
Q2 | $524K | Sell |
3,713
-93
| -2% | -$13.1K | 0.08% | 109 |
|
2022
Q1 | $495K | Buy |
3,806
+301
| +9% | +$39.1K | 0.07% | 114 |
|
2021
Q4 | $468K | Buy |
3,505
+2
| +0.1% | +$267 | 0.07% | 120 |
|
2021
Q3 | $487K | Buy |
3,503
+1
| +0% | +$139 | 0.08% | 109 |
|
2021
Q2 | $513K | Buy |
3,502
+1
| +0% | +$146 | 0.08% | 106 |
|
2021
Q1 | $466K | Buy |
3,501
+2
| +0.1% | +$266 | 0.08% | 108 |
|
2020
Q4 | $440K | Sell |
3,499
-222
| -6% | -$27.9K | 0.08% | 103 |
|
2020
Q3 | $453K | Buy |
3,721
+2
| +0.1% | +$243 | 0.1% | 93 |
|
2020
Q2 | $449K | Buy |
3,719
+1
| +0% | +$121 | 0.11% | 94 |
|
2020
Q1 | $412K | Sell |
3,718
-232
| -6% | -$25.7K | 0.11% | 89 |
|
2019
Q4 | $529K | Sell |
3,950
-84
| -2% | -$11.3K | 0.11% | 97 |
|
2019
Q3 | $540K | Sell |
4,034
-672
| -14% | -$90K | 0.12% | 98 |
|
2019
Q2 | $649K | Buy |
4,706
+1,197
| +34% | +$165K | 0.16% | 81 |
|
2019
Q1 | $495K | Sell |
3,509
-9
| -0.3% | -$1.27K | 0.13% | 88 |
|
2018
Q4 | $400K | Buy |
+3,518
| New | +$400K | 0.12% | 93 |
|