JWM
Janiczek Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $81.4K | Buy |
470
+4
| +0.9% | +$692 | 0.02% | 319 |
|
|
2024
Q1 | $89K | Sell |
466
-95
| -17% | -$18.2K | 0.02% | 318 |
|
|
2023
Q4 | $91.8K | Buy |
561
+151
| +37% | +$24.7K | 0.02% | 280 |
|
|
2023
Q3 | $57.5K | Buy |
410
+100
| +32% | +$14K | 0.02% | 344 |
|
|
2023
Q2 | $41.5K | Buy |
310
+27
| +10% | +$3.61K | 0.01% | 341 |
|
|
2023
Q1 | $36.3K | Sell |
283
-61
| -18% | -$7.82K | 0.01% | 351 |
|
|
2022
Q4 | $50.1K | Buy |
344
+77
| +29% | +$11.2K | 0.01% | 317 |
|
|
2022
Q3 | $31K | Buy |
267
+36
| +16% | +$4.18K | 0.01% | 375 |
|
|
2022
Q2 | $30K | Hold |
231
| – | – | 0.01% | 399 |
|
|
2022
Q1 | $30K | Sell |
231
-28
| -11% | -$3.64K | 0.01% | 387 |
|
|
2021
Q4 | $35K | Buy |
259
+44
| +20% | +$5.95K | 0.01% | 372 |
|
|
2021
Q3 | $30K | Sell |
215
-58
| -21% | -$8.09K | 0.01% | 382 |
|
|
2021
Q2 | $40K | Buy |
273
+117
| +75% | +$17.1K | 0.01% | 295 |
|
|
2021
Q1 | $21K | Buy |
156
+58
| +59% | +$7.81K | 0.01% | 396 |
|
|
2020
Q4 | $12K | Buy |
98
+44
| +81% | +$5.39K | 0.01% | 434 |
|
|
2020
Q3 | $7K | Buy |
+54
| New | +$7K | ﹤0.01% | 289 |
|
|
2020
Q1 | – | Sell |
-176
| Closed | -$24K | – | 156 |
|
|
2019
Q4 | $24K | Hold |
176
| – | – | 0.01% | 90 |
|
|
2019
Q3 | $26K | Hold |
176
| – | – | 0.01% | 90 |
|
|
2019
Q2 | $24K | Hold |
176
| – | – | 0.01% | 98 |
|
|
2019
Q1 | $25K | Sell |
176
-2,263
| -93% | -$321K | 0.01% | 93 |
|
|
2018
Q4 | $277K | Hold |
2,439
| – | – | 0.14% | 32 |
|
|
2018
Q3 | $369K | Hold |
2,439
| – | – | 0.19% | 27 |
|
|
2018
Q2 | $341K | Hold |
2,439
| – | – | 0.18% | 29 |
|
|
2018
Q1 | $374K | Hold |
2,439
| – | – | 0.21% | 28 |
|
|
2017
Q4 | $374K | Hold |
2,439
| – | – | 0.2% | 26 |
|
|
2017
Q3 | $354K | Hold |
2,439
| – | – | 0.2% | 27 |
|
|
2017
Q2 | $375K | Hold |
2,439
| – | – | 0.22% | 23 |
|
|
2017
Q1 | $425K | Buy |
2,439
+1
| +0% | +$174 | 0.24% | 19 |
|
|
2016
Q4 | $405K | Buy |
+2,438
| New | +$405K | 0.18% | 18 |
|