LWM
Ledge Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.54M | Sell |
15,524
-241
| -2% | -$39.4K | 0.99% | 28 |
|
|
2023
Q3 | $2.21M | Buy |
15,765
+1,648
| +12% | +$231K | 0.99% | 32 |
|
|
2023
Q2 | $1.89M | Sell |
14,117
-1,779
| -11% | -$238K | 0.9% | 32 |
|
|
2023
Q1 | $2.08M | Buy |
15,896
+1,272
| +9% | +$167K | 0.99% | 33 |
|
|
2022
Q4 | $2.06M | Buy |
14,624
+2,497
| +21% | +$352K | 0.94% | 34 |
|
|
2022
Q3 | $1.44M | Sell |
12,127
-1,887
| -13% | -$224K | 0.88% | 38 |
|
|
2022
Q2 | $1.98M | Buy |
14,014
+2,601
| +23% | +$367K | 1.22% | 26 |
|
|
2022
Q1 | $1.48M | Buy |
+11,413
| New | +$1.48M | 0.92% | 35 |
|