ISWM
Independent Solutions Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
10,842
+468
| +5% | +$137K | 0.62% | 52 |
|
|
2025
Q1 | $2.57M | Buy |
10,374
+835
| +9% | +$207K | 0.57% | 56 |
|
|
2024
Q4 | $2.1M | Sell |
9,539
-24
| -0.3% | -$5.28K | 0.46% | 70 |
|
|
2024
Q3 | $2.11M | Sell |
9,563
-3
| -0% | -$663 | 0.48% | 61 |
|
|
2024
Q2 | $1.65M | Sell |
9,566
-1,131
| -11% | -$196K | 0.38% | 80 |
|
|
2024
Q1 | $2.04M | Sell |
10,697
-336
| -3% | -$64.2K | 0.48% | 62 |
|
|
2023
Q4 | $1.8M | Sell |
11,033
-2,247
| -17% | -$367K | 0.46% | 65 |
|
|
2023
Q3 | $1.86M | Sell |
13,280
-135
| -1% | -$18.9K | 0.48% | 52 |
|
|
2023
Q2 | $1.8M | Buy |
13,415
+756
| +6% | +$101K | 0.45% | 53 |
|
|
2023
Q1 | $1.66M | Sell |
12,659
-641
| -5% | -$84K | 0.49% | 53 |
|
|
2022
Q4 | $1.87M | Sell |
13,300
-4,832
| -27% | -$681K | 0.57% | 45 |
|
|
2022
Q3 | $2.15M | Buy |
18,132
+1,055
| +6% | +$125K | 0.71% | 38 |
|
|
2022
Q2 | $2.41M | Buy |
17,077
+4,426
| +35% | +$625K | 0.75% | 32 |
|
|
2022
Q1 | $1.64M | Buy |
12,651
+1,634
| +15% | +$212K | 0.39% | 64 |
|
|
2021
Q4 | $1.47M | Buy |
11,017
+1,158
| +12% | +$155K | 0.35% | 79 |
|
|
2021
Q3 | $1.37M | Buy |
9,859
+1,538
| +18% | +$214K | 0.34% | 74 |
|
|
2021
Q2 | $1.22M | Buy |
8,321
+5,586
| +204% | +$819K | 0.3% | 84 |
|
|
2021
Q1 | $364K | Buy |
2,735
+329
| +14% | +$43.8K | 0.1% | 139 |
|
|
2020
Q4 | $303K | Buy |
2,406
+368
| +18% | +$46.3K | 0.09% | 146 |
|
|
2020
Q3 | $248K | Buy |
2,038
+91
| +5% | +$11.1K | 0.09% | 144 |
|
|
2020
Q2 | $235K | Sell |
1,947
-206
| -10% | -$24.9K | 0.1% | 140 |
|
|
2020
Q1 | $239K | Buy |
2,153
+329
| +18% | +$36.5K | 0.13% | 110 |
|
|
2019
Q4 | $244K | Buy |
+1,824
| New | +$244K | 0.11% | 143 |
|