Northwest Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
1,117
+14
| +1% | +$4.13K | 0.06% | 138 |
|
|
2025
Q1 | $274K | Buy |
1,103
+6
| +0.5% | +$1.49K | 0.05% | 144 |
|
|
2024
Q4 | $241K | Buy |
1,097
+1
| +0.1% | +$220 | 0.05% | 144 |
|
|
2024
Q3 | $242K | Buy |
+1,096
| New | +$242K | 0.06% | 143 |
|
|
2024
Q2 | – | Sell |
-1,095
| Closed | -$209K | – | 171 |
|
|
2024
Q1 | $209K | Sell |
1,095
-163
| -13% | -$31.1K | 0.06% | 161 |
|
|
2023
Q4 | $206K | Buy |
+1,258
| New | +$206K | 0.06% | 152 |
|
|
2019
Q4 | – | Sell |
-1,795
| Closed | -$250K | – | 110 |
|
|
2019
Q3 | $250K | Sell |
1,795
-108
| -6% | -$15K | 0.21% | 105 |
|
|
2019
Q2 | $251K | Buy |
1,903
+8
| +0.4% | +$1.06K | 0.2% | 98 |
|
|
2019
Q1 | $256K | Sell |
1,895
-438
| -19% | -$59.2K | 0.19% | 93 |
|
|
2018
Q4 | $253K | Buy |
2,333
+8
| +0.3% | +$868 | 0.21% | 88 |
|
|
2018
Q3 | $336K | Sell |
2,325
-52
| -2% | -$7.52K | 0.25% | 77 |
|
|
2018
Q2 | $317K | Buy |
2,377
+180
| +8% | +$24K | 0.24% | 78 |
|
|
2018
Q1 | $322K | Buy |
+2,197
| New | +$322K | 0.24% | 78 |
|