NQWM
Northwest Quadrant Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
2,312
+6
| +0.3% | +$1.77K | 0.15% | 27 |
|
|
2025
Q1 | $573K | Sell |
2,306
-118
| -5% | -$29.3K | 0.13% | 28 |
|
|
2024
Q4 | $533K | Buy |
2,424
+131
| +6% | +$28.8K | 0.12% | 34 |
|
|
2024
Q3 | $507K | Buy |
2,293
+8
| +0.4% | +$1.77K | 0.12% | 32 |
|
|
2024
Q2 | $395K | Buy |
2,285
+346
| +18% | +$59.8K | 0.1% | 35 |
|
|
2024
Q1 | $370K | Buy |
1,939
+5
| +0.3% | +$955 | 0.09% | 37 |
|
|
2023
Q4 | $316K | Buy |
1,934
+6
| +0.3% | +$981 | 0.08% | 42 |
|
|
2023
Q3 | $271K | Buy |
1,928
+6
| +0.3% | +$842 | 0.08% | 46 |
|
|
2023
Q2 | $257K | Buy |
1,922
+7
| +0.4% | +$936 | 0.07% | 49 |
|
|
2023
Q1 | $251K | Buy |
1,915
+8
| +0.4% | +$1.05K | 0.07% | 49 |
|
|
2022
Q4 | $269K | Buy |
1,907
+6
| +0.3% | +$845 | 0.08% | 49 |
|
|
2022
Q3 | $226K | Buy |
1,901
+7
| +0.4% | +$832 | 0.07% | 51 |
|
|
2022
Q2 | $261K | Sell |
1,894
-58
| -3% | -$7.99K | 0.08% | 49 |
|
|
2022
Q1 | $254K | Buy |
1,952
+7
| +0.4% | +$911 | 0.07% | 56 |
|
|
2021
Q4 | $260K | Sell |
1,945
-73
| -4% | -$9.76K | 0.07% | 53 |
|
|
2021
Q3 | $281K | Buy |
2,018
+7
| +0.3% | +$975 | 0.08% | 48 |
|
|
2021
Q2 | $293K | Buy |
2,011
+71
| +4% | +$10.3K | 0.08% | 47 |
|
|
2021
Q1 | $259K | Buy |
1,940
+6
| +0.3% | +$801 | 0.08% | 50 |
|
|
2020
Q4 | $240K | Sell |
1,934
-291
| -13% | -$36.1K | 0.08% | 51 |
|
|
2020
Q3 | $269K | Buy |
2,225
+28
| +1% | +$3.39K | 0.11% | 42 |
|
|
2020
Q2 | $263K | Buy |
2,197
+26
| +1% | +$3.11K | 0.11% | 43 |
|
|
2020
Q1 | $263K | Buy |
2,171
+324
| +18% | +$39.3K | 0.12% | 40 |
|
|
2019
Q4 | $245K | Buy |
1,847
+21
| +1% | +$2.79K | 0.1% | 55 |
|
|
2019
Q3 | $242K | Buy |
1,826
+8
| +0.4% | +$1.06K | 0.1% | 59 |
|
|
2019
Q2 | $252K | Buy |
1,818
+20
| +1% | +$2.77K | 0.12% | 53 |
|
|
2019
Q1 | $258K | Buy |
1,798
+20
| +1% | +$2.87K | 0.12% | 52 |
|
|
2018
Q4 | $239K | Buy |
1,778
+22
| +1% | +$2.96K | 0.12% | 52 |
|
|
2018
Q3 | $217K | Sell |
1,756
-36
| -2% | -$4.45K | 0.13% | 50 |
|
|
2018
Q2 | $250K | Buy |
1,792
+18
| +1% | +$2.51K | 0.17% | 47 |
|
|
2018
Q1 | $272K | Buy |
1,774
+15
| +0.9% | +$2.3K | 0.18% | 47 |
|
|
2017
Q4 | $268K | Buy |
1,759
+40
| +2% | +$6.09K | 0.19% | 47 |
|
|
2017
Q3 | $255K | Buy |
1,719
+17
| +1% | +$2.52K | 0.19% | 52 |
|
|
2017
Q2 | $242K | Sell |
1,702
-710
| -29% | -$101K | 0.21% | 52 |
|
|
2017
Q1 | $369K | Buy |
2,412
+19
| +0.8% | +$2.91K | 0.35% | 35 |
|
|
2016
Q4 | $421K | Buy |
+2,393
| New | +$421K | 0.45% | 30 |
|