HWM
Hohimer Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
1,118
-22
| -2% | -$6.49K | 0.06% | 176 |
|
|
2025
Q1 | $283K | Sell |
1,140
-8
| -0.7% | -$1.99K | 0.06% | 198 |
|
|
2024
Q4 | $252K | Buy |
1,148
+73
| +7% | +$16K | 0.05% | 201 |
|
|
2024
Q3 | $238K | Buy |
+1,075
| New | +$238K | 0.05% | 193 |
|
|
2024
Q2 | – | Sell |
-8,929
| Closed | -$1.71M | – | 236 |
|
|
2024
Q1 | $1.71M | Sell |
8,929
-47
| -0.5% | -$8.98K | 0.4% | 79 |
|
|
2023
Q4 | $1.47M | Buy |
8,976
+972
| +12% | +$159K | 0.37% | 81 |
|
|
2023
Q3 | $1.12M | Hold |
8,004
| – | – | 0.32% | 83 |
|
|
2023
Q2 | $1.07M | Buy |
8,004
+600
| +8% | +$80.3K | 0.3% | 85 |
|
|
2023
Q1 | $971K | Buy |
7,404
+2,855
| +63% | +$374K | 0.28% | 87 |
|
|
2022
Q4 | $641K | Buy |
+4,549
| New | +$641K | 0.2% | 97 |
|