KWM
KFG Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
976
-230
| -19% | -$67.8K | 0.05% | 165 |
|
|
2025
Q1 | $300K | Sell |
1,206
-99
| -8% | -$24.6K | 0.05% | 154 |
|
|
2024
Q4 | $287K | Sell |
1,305
-17
| -1% | -$3.74K | 0.05% | 151 |
|
|
2024
Q3 | $292K | Sell |
1,322
-1,211
| -48% | -$268K | 0.06% | 145 |
|
|
2024
Q2 | $438K | Buy |
2,533
+20
| +0.8% | +$3.46K | 0.17% | 102 |
|
|
2024
Q1 | $480K | Sell |
2,513
-1
| -0% | -$191 | 0.2% | 95 |
|
|
2023
Q4 | $411K | Sell |
2,514
-39
| -2% | -$6.38K | 0.19% | 89 |
|
|
2023
Q3 | $358K | Sell |
2,553
-182
| -7% | -$25.5K | 0.19% | 92 |
|
|
2023
Q2 | $366K | Hold |
2,735
| – | – | 0.21% | 77 |
|
|
2023
Q1 | $350K | Sell |
2,735
-808
| -23% | -$103K | 0.24% | 54 |
|
|
2022
Q4 | $499K | Buy |
+3,543
| New | +$499K | 0.51% | 38 |
|