KWB Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
2,394
+53
| +2% | +$13.2K | 0.07% | 87 |
|
|
2025
Q1 | $515K | Buy |
2,341
+103
| +5% | +$22.6K | 0.06% | 94 |
|
|
2024
Q4 | $495K | Sell |
2,238
-28
| -1% | -$6.19K | 0.06% | 85 |
|
|
2024
Q3 | $392K | Buy |
2,266
+130
| +6% | +$22.5K | 0.05% | 96 |
|
|
2024
Q2 | $408K | Sell |
2,136
-61
| -3% | -$11.6K | 0.06% | 86 |
|
|
2024
Q1 | $420K | Buy |
+2,197
| New | +$420K | 0.06% | 85 |
|