PWM
Palumbo Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
10,441
+5
| +0% | +$1.47K | 0.95% | 26 |
|
|
2025
Q1 | $2.6M | Buy |
10,436
+1,320
| +14% | +$328K | 0.87% | 32 |
|
|
2024
Q4 | $2M | Buy |
9,116
+53
| +0.6% | +$11.7K | 0.75% | 34 |
|
|
2024
Q3 | $2M | Buy |
9,063
+82
| +0.9% | +$18.1K | 0.78% | 35 |
|
|
2024
Q2 | $1.55M | Buy |
8,981
+1,301
| +17% | +$225K | 0.66% | 43 |
|
|
2024
Q1 | $1.47M | Buy |
7,680
+2,461
| +47% | +$470K | 0.66% | 42 |
|
|
2023
Q4 | $854K | Buy |
5,219
+37
| +0.7% | +$6.05K | 0.44% | 56 |
|
|
2023
Q3 | $727K | Buy |
5,182
+46
| +0.9% | +$6.45K | 0.4% | 54 |
|
|
2023
Q2 | $687K | Buy |
5,136
+49
| +1% | +$6.56K | 0.42% | 46 |
|
|
2023
Q1 | $667K | Buy |
5,087
+851
| +20% | +$112K | 0.44% | 50 |
|
|
2022
Q4 | $597K | Buy |
4,236
+31
| +0.7% | +$4.37K | 0.47% | 48 |
|
|
2022
Q3 | $500K | Sell |
4,205
-149
| -3% | -$17.7K | 0.42% | 50 |
|
|
2022
Q2 | $615K | Buy |
4,354
+47
| +1% | +$6.64K | 0.49% | 47 |
|
|
2022
Q1 | $560K | Buy |
4,307
+53
| +1% | +$6.89K | 0.36% | 58 |
|
|
2021
Q4 | $569K | Buy |
4,254
+54
| +1% | +$7.22K | 0.36% | 60 |
|
|
2021
Q3 | $583K | Buy |
4,200
+47
| +1% | +$6.52K | 0.38% | 59 |
|
|
2021
Q2 | $609K | Buy |
4,153
+44
| +1% | +$6.45K | 0.41% | 60 |
|
|
2021
Q1 | $548K | Buy |
4,109
+229
| +6% | +$30.5K | 0.41% | 63 |
|
|
2020
Q4 | $488K | Buy |
+3,880
| New | +$488K | 0.39% | 59 |
|