MSWM
Mowery & Schoenfeld Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.4K | Sell |
286
-219
| -43% | -$64.7K | 0.13% | 87 |
|
|
2025
Q1 | $126K | Buy |
505
+189
| +60% | +$47K | 0.25% | 64 |
|
|
2024
Q4 | $69.5K | Buy |
316
+76
| +32% | +$16.7K | 0.14% | 91 |
|
|
2024
Q3 | $53.1K | Buy |
240
+77
| +47% | +$17K | 0.08% | 96 |
|
|
2024
Q2 | $28.2K | Hold |
163
| – | – | 0.04% | 129 |
|
|
2024
Q1 | $31.1K | Hold |
163
| – | – | 0.06% | 93 |
|
|
2023
Q4 | $26.7K | Buy |
+163
| New | +$26.7K | 0.05% | 91 |
|