Great Waters Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+734
| New | +$216K | 0.03% | 101 |
|
|
2025
Q1 | – | Sell |
-919
| Closed | -$202K | – | 109 |
|
|
2024
Q4 | $202K | Sell |
919
-64
| -7% | -$14.1K | 0.03% | 110 |
|
|
2024
Q3 | $217K | Buy |
+983
| New | +$217K | 0.03% | 100 |
|
|
2024
Q2 | – | Sell |
-1,187
| Closed | -$227K | – | 106 |
|
|
2024
Q1 | $227K | Buy |
+1,187
| New | +$227K | 0.04% | 86 |
|