KWMG
King Wealth Management Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Hold |
1,878
| – | – | 0.08% | 94 |
|
|
2025
Q1 | $467K | Sell |
1,878
-436
| -19% | -$108K | 0.07% | 94 |
|
|
2024
Q4 | $509K | Sell |
2,314
-1,253
| -35% | -$276K | 0.07% | 92 |
|
|
2024
Q3 | $789K | Sell |
3,567
-79
| -2% | -$17.5K | 0.12% | 68 |
|
|
2024
Q2 | $631K | Sell |
3,646
-366
| -9% | -$63.3K | 0.11% | 76 |
|
|
2024
Q1 | $766K | Hold |
4,012
| – | – | 0.13% | 68 |
|
|
2023
Q4 | $656K | Sell |
4,012
-23
| -0.6% | -$3.76K | 0.13% | 70 |
|
|
2023
Q3 | $566K | Hold |
4,035
| – | – | 0.12% | 70 |
|
|
2023
Q2 | $540K | Buy |
4,035
+833
| +26% | +$111K | 0.11% | 75 |
|
|
2023
Q1 | $420K | Buy |
3,202
+124
| +4% | +$16.3K | 0.09% | 92 |
|
|
2022
Q4 | $434K | Sell |
3,078
-2,013
| -40% | -$284K | 0.1% | 88 |
|
|
2022
Q3 | $605K | Buy |
5,091
+2,279
| +81% | +$271K | 0.15% | 67 |
|
|
2022
Q2 | $397K | Sell |
2,812
-318
| -10% | -$44.9K | 0.1% | 99 |
|
|
2022
Q1 | $407K | Buy |
3,130
+110
| +4% | +$14.3K | 0.08% | 104 |
|
|
2021
Q4 | $404K | Sell |
3,020
-370
| -11% | -$49.5K | 0.08% | 111 |
|
|
2021
Q3 | $471K | Buy |
3,390
+421
| +14% | +$58.5K | 0.1% | 105 |
|
|
2021
Q2 | $435K | Sell |
2,969
-510
| -15% | -$74.7K | 0.09% | 107 |
|
|
2021
Q1 | $464K | Buy |
3,479
+73
| +2% | +$9.74K | 0.1% | 99 |
|
|
2020
Q4 | $429K | Buy |
3,406
+11
| +0.3% | +$1.39K | 0.1% | 102 |
|
|
2020
Q3 | $413K | Sell |
3,395
-2,001
| -37% | -$243K | 0.11% | 101 |
|
|
2020
Q2 | $652K | Buy |
5,396
+2,079
| +63% | +$251K | 0.19% | 70 |
|
|
2020
Q1 | $368K | Buy |
3,317
+11
| +0.3% | +$1.22K | 0.16% | 79 |
|
|
2019
Q4 | $443K | Sell |
3,306
-578
| -15% | -$77.5K | 0.12% | 78 |
|
|
2019
Q3 | $565K | Buy |
3,884
+466
| +14% | +$67.8K | 0.16% | 61 |
|
|
2019
Q2 | $471K | Buy |
3,418
+182
| +6% | +$25.1K | 0.14% | 71 |
|
|
2019
Q1 | $457K | Buy |
3,236
+705
| +28% | +$99.6K | 0.14% | 73 |
|
|
2018
Q4 | $288K | Buy |
2,531
+52
| +2% | +$5.92K | 0.1% | 89 |
|
|
2018
Q3 | $375K | Buy |
2,479
+88
| +4% | +$13.3K | 0.12% | 81 |
|
|
2018
Q2 | $334K | Sell |
2,391
-92
| -4% | -$12.9K | 0.11% | 88 |
|
|
2018
Q1 | $381K | Sell |
2,483
-1,782
| -42% | -$273K | 0.14% | 80 |
|
|
2017
Q4 | $654K | Sell |
4,265
-275
| -6% | -$42.2K | 0.23% | 58 |
|
|
2017
Q3 | $659K | Buy |
4,540
+1,604
| +55% | +$233K | 0.25% | 58 |
|
|
2017
Q2 | $452K | Buy |
2,936
+1
| +0% | +$154 | 0.18% | 74 |
|
|
2017
Q1 | $511K | Buy |
2,935
+175
| +6% | +$30.5K | 0.21% | 67 |
|
|
2016
Q4 | $458K | Hold |
2,760
| – | – | 0.21% | 65 |
|
|
2016
Q3 | $438K | Buy |
+2,760
| New | +$438K | 0.22% | 60 |
|
|
2016
Q1 | – | Sell |
-754
| Closed | -$104K | – | 108 |
|
|
2015
Q4 | $104K | Sell |
754
-3,792
| -83% | -$523K | 0.06% | 102 |
|
|
2015
Q3 | $659K | Buy |
4,546
+102
| +2% | +$14.8K | 0.41% | 48 |
|
|
2015
Q2 | $722K | Buy |
4,444
+2
| +0% | +$325 | 0.39% | 50 |
|
|
2015
Q1 | $713K | Sell |
4,442
-4,525
| -50% | -$726K | 0.41% | 47 |
|
|
2014
Q4 | $1.44M | Buy |
8,967
+4,085
| +84% | +$656K | 0.77% | 34 |
|
|
2014
Q3 | $926K | Buy |
4,882
+26
| +0.5% | +$4.93K | 0.58% | 41 |
|
|
2014
Q2 | $882K | Sell |
4,856
-16,210
| -77% | -$2.94M | 0.54% | 45 |
|
|
2014
Q1 | $4.06M | Sell |
21,066
-2,938
| -12% | -$566K | 2.79% | 8 |
|
|
2013
Q4 | $4.5M | Buy |
24,004
+692
| +3% | +$130K | 2.57% | 9 |
|
|
2013
Q3 | $4.32M | Buy |
23,312
+240
| +1% | +$44.4K | 2.81% | 8 |
|
|
2013
Q2 | $4.41M | Buy |
+23,072
| New | +$4.41M | 3.05% | 8 |
|