MWM
Modern Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Sell |
17,080
-397
| -2% | -$117K | 0.13% | 165 |
|
|
2025
Q1 | $4.35M | Buy |
17,477
+2,640
| +18% | +$657K | 0.14% | 139 |
|
|
2024
Q4 | $3.26M | Buy |
14,837
+5,297
| +56% | +$1.16M | 0.12% | 145 |
|
|
2024
Q3 | $2.11M | Buy |
9,540
+757
| +9% | +$167K | 0.13% | 107 |
|
|
2024
Q2 | $1.52M | Sell |
8,783
-246
| -3% | -$42.5K | 0.11% | 107 |
|
|
2024
Q1 | $1.72M | Buy |
9,029
+5,536
| +158% | +$1.06M | 0.16% | 83 |
|
|
2023
Q4 | $571K | Buy |
+3,493
| New | +$571K | 0.07% | 86 |
|