JWM
Jeppson Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
6,870
-127
| -2% | -$37.4K | 0.7% | 35 |
|
|
2025
Q1 | $1.74M | Sell |
6,997
-163
| -2% | -$40.5K | 0.64% | 43 |
|
|
2024
Q4 | $1.57M | Buy |
7,160
+58
| +0.8% | +$12.8K | 0.57% | 47 |
|
|
2024
Q3 | $1.57M | Sell |
7,102
-90
| -1% | -$19.9K | 0.56% | 47 |
|
|
2024
Q2 | $1.24M | Buy |
7,192
+494
| +7% | +$85.4K | 0.47% | 55 |
|
|
2024
Q1 | $1.28M | Sell |
6,698
-9
| -0.1% | -$1.72K | 0.5% | 56 |
|
|
2023
Q4 | $1.1M | Sell |
6,707
-20
| -0.3% | -$3.27K | 0.45% | 64 |
|
|
2023
Q3 | $944K | Buy |
6,727
+37
| +0.6% | +$5.19K | 0.43% | 62 |
|
|
2023
Q2 | $895K | Buy |
6,690
+170
| +3% | +$22.7K | 0.39% | 68 |
|
|
2023
Q1 | $855K | Buy |
6,520
+57
| +0.9% | +$7.47K | 0.37% | 68 |
|
|
2022
Q4 | $911K | Sell |
6,463
-69
| -1% | -$9.72K | 0.38% | 61 |
|
|
2022
Q3 | $776K | Buy |
6,532
+1,937
| +42% | +$230K | 0.35% | 66 |
|
|
2022
Q2 | $649K | Sell |
4,595
-55
| -1% | -$7.77K | 0.28% | 81 |
|
|
2022
Q1 | $604K | Buy |
4,650
+100
| +2% | +$13K | 0.28% | 82 |
|
|
2021
Q4 | $608K | Buy |
4,550
+140
| +3% | +$18.7K | 0.29% | 77 |
|
|
2021
Q3 | $612K | Buy |
4,410
+70
| +2% | +$9.71K | 0.32% | 70 |
|
|
2021
Q2 | $636K | Sell |
4,340
-110
| -2% | -$16.1K | 0.35% | 70 |
|
|
2021
Q1 | $593K | Buy |
4,450
+50
| +1% | +$6.66K | 0.35% | 67 |
|
|
2020
Q4 | $554K | Buy |
4,400
+40
| +0.9% | +$5.04K | 0.37% | 66 |
|
|
2020
Q3 | $530K | Buy |
+4,360
| New | +$530K | 0.42% | 57 |
|