JPWM
Jamison Private Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Buy |
1,745
+6
| +0.3% | +$1.77K | 0.07% | 145 |
|
|
2025
Q1 | $432K | Buy |
1,739
+72
| +4% | +$17.9K | 0.07% | 151 |
|
|
2024
Q4 | $367K | Buy |
1,667
+6
| +0.4% | +$1.32K | 0.05% | 165 |
|
|
2024
Q3 | $367K | Buy |
1,661
+7
| +0.4% | +$1.55K | 0.06% | 149 |
|
|
2024
Q2 | $286K | Buy |
1,654
+603
| +57% | +$104K | 0.05% | 155 |
|
|
2024
Q1 | $201K | Buy |
1,051
+8
| +0.8% | +$1.53K | 0.03% | 176 |
|
|
2023
Q4 | $171K | Buy |
1,043
+8
| +0.8% | +$1.31K | 0.03% | 176 |
|
|
2023
Q3 | $145K | Buy |
+1,035
| New | +$145K | 0.03% | 176 |
|