KMWM
Keudell/Morrison Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
4,949
-245
| -5% | -$72.2K | 0.32% | 55 |
|
|
2025
Q1 | $1.29M | Sell |
5,194
-27
| -0.5% | -$6.71K | 0.3% | 57 |
|
|
2024
Q4 | $1.15M | Buy |
5,221
+3
| +0.1% | +$660 | 0.3% | 59 |
|
|
2024
Q3 | $1.15M | Buy |
5,218
+27
| +0.5% | +$5.97K | 0.31% | 59 |
|
|
2024
Q2 | $898K | Buy |
5,191
+10
| +0.2% | +$1.73K | 0.26% | 66 |
|
|
2024
Q1 | $989K | Sell |
5,181
-100
| -2% | -$19.1K | 0.3% | 65 |
|
|
2023
Q4 | $864K | Sell |
5,281
-99
| -2% | -$16.2K | 0.29% | 68 |
|
|
2023
Q3 | $755K | Sell |
5,380
-800
| -13% | -$112K | 0.23% | 73 |
|
|
2023
Q2 | $827K | Sell |
6,180
-147
| -2% | -$19.7K | 0.24% | 69 |
|
|
2023
Q1 | $829K | Sell |
6,327
-4
| -0.1% | -$524 | 0.24% | 67 |
|
|
2022
Q4 | $892K | Sell |
6,331
-7
| -0.1% | -$986 | 0.29% | 63 |
|
|
2022
Q3 | $753K | Buy |
6,338
+51
| +0.8% | +$6.06K | 0.28% | 70 |
|
|
2022
Q2 | $888K | Sell |
6,287
-455
| -7% | -$64.3K | 0.32% | 64 |
|
|
2022
Q1 | $877K | Buy |
6,742
+1,461
| +28% | +$190K | 0.37% | 66 |
|
|
2021
Q4 | $706K | Sell |
5,281
-971
| -16% | -$130K | 0.28% | 76 |
|
|
2021
Q3 | $869K | Sell |
6,252
-650
| -9% | -$90.3K | 0.37% | 64 |
|
|
2021
Q2 | $1.01M | Buy |
6,902
+86
| +1% | +$12.6K | 0.55% | 56 |
|
|
2021
Q1 | $908K | Sell |
6,816
-195
| -3% | -$26K | 0.53% | 57 |
|
|
2020
Q4 | $883K | Sell |
7,011
-114
| -2% | -$14.4K | 0.56% | 58 |
|
|
2020
Q3 | $867K | Buy |
7,125
+227
| +3% | +$27.6K | 0.56% | 51 |
|
|
2020
Q2 | $833K | Buy |
6,898
+2,629
| +62% | +$317K | 0.69% | 51 |
|
|
2020
Q1 | $474K | Sell |
4,269
-23
| -0.5% | -$2.55K | 0.46% | 77 |
|
|
2019
Q4 | $575K | Sell |
4,292
-543
| -11% | -$72.7K | 0.4% | 73 |
|
|
2019
Q3 | $703K | Buy |
4,835
+38
| +0.8% | +$5.53K | 0.58% | 62 |
|
|
2019
Q2 | $667K | Hold |
4,797
| – | – | 0.58% | 58 |
|
|
2019
Q1 | $677K | Buy |
+4,797
| New | +$677K | 0.6% | 56 |
|