KWM
Kolinsky Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $743K | Buy |
3,379
+111
| +3% | +$24.4K | 0.45% | 37 |
|
|
2024
Q3 | $723K | Buy |
3,268
+8
| +0.2% | +$1.77K | 0.47% | 37 |
|
|
2024
Q2 | $564K | Buy |
3,260
+144
| +5% | +$24.9K | 0.4% | 53 |
|
|
2024
Q1 | $595K | Buy |
3,116
+89
| +3% | +$17K | 0.45% | 48 |
|
|
2023
Q4 | $495K | Buy |
3,027
+77
| +3% | +$12.6K | 0.44% | 52 |
|
|
2023
Q3 | $414K | Sell |
2,950
-130
| -4% | -$18.2K | 0.41% | 60 |
|
|
2023
Q2 | $413K | Sell |
3,080
-61
| -2% | -$8.18K | 0.39% | 65 |
|
|
2023
Q1 | $412K | Sell |
3,141
-26
| -0.8% | -$3.41K | 0.44% | 50 |
|
|
2022
Q4 | $446K | Buy |
3,167
+171
| +6% | +$24.1K | 0.51% | 44 |
|
|
2022
Q3 | $356K | Buy |
2,996
+59
| +2% | +$7.01K | 0.45% | 47 |
|
|
2022
Q2 | $415K | Buy |
2,937
+234
| +9% | +$33.1K | 0.49% | 43 |
|
|
2022
Q1 | $352K | Sell |
2,703
-78
| -3% | -$10.2K | 0.35% | 60 |
|
|
2021
Q4 | $372K | Buy |
+2,781
| New | +$372K | 0.34% | 69 |
|