GWM
Guardian Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-68
| Closed | -$17K | – | 132 |
|
|
2025
Q1 | $17K | Sell |
68
-1
| -1% | -$251 | 0.01% | 139 |
|
|
2024
Q4 | $15.1K | Hold |
69
| – | – | 0.01% | 150 |
|
|
2024
Q3 | $15.3K | Hold |
69
| – | – | 0.01% | 146 |
|
|
2024
Q2 | $11.9K | Hold |
69
| – | – | 0.01% | 157 |
|
|
2024
Q1 | $13.1K | Hold |
69
| – | – | 0.01% | 151 |
|
|
2023
Q4 | $11.2K | Buy |
+69
| New | +$11.2K | 0.01% | 159 |
|