JWM
Jackson Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Buy |
+2,264
| New | +$667K | 0.07% | 100 |
|
|
2021
Q1 | – | Sell |
-10,401
| Closed | -$1.31M | – | 126 |
|
|
2020
Q4 | $1.31M | Hold |
10,401
| – | – | 0.18% | 103 |
|
|
2020
Q3 | $1.27M | Sell |
10,401
-10
| -0.1% | -$1.22K | 0.19% | 90 |
|
|
2020
Q2 | $1.26M | Buy |
+10,411
| New | +$1.26M | 0.22% | 86 |
|
|
2015
Q2 | – | Sell |
-5,677
| Closed | -$911K | – | 109 |
|
|
2015
Q1 | $911K | Buy |
+5,677
| New | +$911K | 0.29% | 82 |
|