MSWM
McGlone Suttner Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,505
+95
| +3% | +$28K | 0.16% | 69 |
|
|
2025
Q1 | $848K | Buy |
3,410
+139
| +4% | +$34.6K | 0.14% | 80 |
|
|
2024
Q4 | $719K | Buy |
3,271
+231
| +8% | +$50.8K | 0.12% | 79 |
|
|
2024
Q3 | $672K | Buy |
3,040
+674
| +28% | +$149K | 0.14% | 80 |
|
|
2024
Q2 | $387K | Sell |
2,366
-318
| -12% | -$52K | 0.08% | 100 |
|
|
2024
Q1 | $513K | Buy |
2,684
+318
| +13% | +$60.7K | 0.1% | 94 |
|
|
2023
Q4 | $387K | Sell |
2,366
-111
| -4% | -$18.2K | 0.08% | 100 |
|
|
2023
Q3 | $347K | Buy |
2,477
+142
| +6% | +$19.9K | 0.08% | 96 |
|
|
2023
Q2 | $312K | Buy |
2,335
+61
| +3% | +$8.15K | 0.07% | 106 |
|
|
2023
Q1 | $298K | Buy |
2,274
+122
| +6% | +$16K | 0.08% | 105 |
|
|
2022
Q4 | $303K | Buy |
+2,152
| New | +$303K | 0.1% | 95 |
|