KPWG
KFA Private Wealth Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
3,831
+7
| +0.2% | +$2.06K | 0.35% | 40 |
|
|
2025
Q1 | $951K | Buy |
3,824
+1,321
| +53% | +$328K | 0.33% | 38 |
|
|
2024
Q4 | $550K | Buy |
2,503
+486
| +24% | +$107K | 0.23% | 41 |
|
|
2024
Q3 | $446K | Sell |
2,017
-24
| -1% | -$5.31K | 0.21% | 45 |
|
|
2024
Q2 | $353K | Buy |
2,041
+303
| +17% | +$52.4K | 0.18% | 57 |
|
|
2024
Q1 | $332K | Sell |
1,738
-3
| -0.2% | -$573 | 0.1% | 80 |
|
|
2023
Q4 | $285K | Buy |
+1,741
| New | +$285K | 0.1% | 72 |
|