JWM
JGP Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
1,738
+299
| +21% | +$88.1K | 0.06% | 131 |
|
|
2025
Q1 | $358K | Buy |
1,439
+20
| +1% | +$4.97K | 0.05% | 144 |
|
|
2024
Q4 | $312K | Buy |
1,419
+55
| +4% | +$12.1K | 0.04% | 149 |
|
|
2024
Q3 | $301K | Buy |
1,364
+39
| +3% | +$8.62K | 0.04% | 150 |
|
|
2024
Q2 | $229K | Sell |
1,325
-9
| -0.7% | -$1.56K | 0.03% | 159 |
|
|
2024
Q1 | $255K | Sell |
1,334
-3,777
| -74% | -$721K | 0.04% | 155 |
|
|
2023
Q4 | $836K | Buy |
5,111
+109
| +2% | +$17.8K | 0.12% | 99 |
|
|
2023
Q3 | $702K | Sell |
5,002
-898
| -15% | -$126K | 0.12% | 98 |
|
|
2023
Q2 | $790K | Hold |
5,900
| – | – | 0.13% | 92 |
|
|
2023
Q1 | $773K | Buy |
5,900
+3,567
| +153% | +$468K | 0.14% | 87 |
|
|
2022
Q4 | $329K | Sell |
2,333
-7
| -0.3% | -$986 | 0.06% | 123 |
|
|
2022
Q3 | $278K | Buy |
+2,340
| New | +$278K | 0.06% | 128 |
|
|
2020
Q4 | – | Sell |
-1,656
| Closed | -$205K | – | 145 |
|
|
2020
Q3 | $205K | Buy |
+1,656
| New | +$205K | 0.05% | 131 |
|
|
2020
Q1 | – | Sell |
-1,536
| Closed | -$206K | – | 130 |
|
|
2019
Q4 | $206K | Sell |
1,536
-28
| -2% | -$3.76K | 0.06% | 130 |
|
|
2019
Q3 | $222K | Buy |
1,564
+21
| +1% | +$2.98K | 0.08% | 121 |
|
|
2019
Q2 | $213K | Hold |
1,543
| – | – | 0.08% | 121 |
|
|
2019
Q1 | $218K | Buy |
+1,543
| New | +$218K | 0.08% | 117 |
|
|
2018
Q4 | – | Sell |
-8,728
| Closed | -$1.33M | – | 120 |
|
|
2018
Q3 | $1.33M | Buy |
8,728
+35
| +0.4% | +$5.32K | 0.53% | 61 |
|
|
2018
Q2 | $1.21M | Buy |
+8,693
| New | +$1.21M | 0.51% | 66 |
|