PWM
Paulson Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Sell |
1,593
-17
| -1% | -$5.01K | 0.12% | 88 |
|
|
2025
Q1 | $400K | Sell |
1,610
-244
| -13% | -$60.7K | 0.11% | 86 |
|
|
2024
Q4 | $408K | Sell |
1,854
-189
| -9% | -$41.5K | 0.11% | 91 |
|
|
2024
Q3 | $452K | Buy |
2,043
+34
| +2% | +$7.52K | 0.12% | 92 |
|
|
2024
Q2 | $347K | Sell |
2,009
-57
| -3% | -$9.86K | 0.1% | 103 |
|
|
2024
Q1 | $395K | Sell |
2,066
-181
| -8% | -$34.6K | 0.12% | 94 |
|
|
2023
Q4 | $367K | Hold |
2,247
| – | – | 0.12% | 93 |
|
|
2023
Q3 | $315K | Sell |
2,247
-7
| -0.3% | -$982 | 0.11% | 98 |
|
|
2023
Q2 | $302K | Sell |
2,254
-9
| -0.4% | -$1.2K | 0.1% | 100 |
|
|
2023
Q1 | $297K | Buy |
2,263
+100
| +5% | +$13.1K | 0.13% | 68 |
|
|
2022
Q4 | $305K | Sell |
2,163
-79
| -4% | -$11.1K | 0.15% | 64 |
|
|
2022
Q3 | $266K | Sell |
2,242
-1,291
| -37% | -$153K | 0.14% | 60 |
|
|
2022
Q2 | $499K | Sell |
3,533
-46
| -1% | -$6.5K | 0.26% | 37 |
|
|
2022
Q1 | $465K | Sell |
3,579
-199
| -5% | -$25.9K | 0.21% | 43 |
|
|
2021
Q4 | $505K | Sell |
3,778
-19
| -0.5% | -$2.54K | 0.23% | 42 |
|
|
2021
Q3 | $528K | Buy |
3,797
+246
| +7% | +$34.2K | 0.25% | 45 |
|
|
2021
Q2 | $521K | Buy |
3,551
+98
| +3% | +$14.4K | 0.25% | 49 |
|
|
2021
Q1 | $458K | Buy |
3,453
+514
| +17% | +$68.2K | 0.23% | 58 |
|
|
2020
Q4 | $370K | Buy |
2,939
+189
| +7% | +$23.8K | 0.22% | 60 |
|
|
2020
Q3 | $335K | Sell |
2,750
-7
| -0.3% | -$853 | 0.22% | 61 |
|
|
2020
Q2 | $333K | Buy |
2,757
+169
| +7% | +$20.4K | 0.23% | 63 |
|
|
2020
Q1 | $307K | Sell |
2,588
-67
| -3% | -$7.95K | 0.24% | 65 |
|
|
2019
Q4 | $367K | Sell |
2,655
-98
| -4% | -$13.5K | 0.26% | 72 |
|
|
2019
Q3 | $400K | Buy |
2,753
+215
| +8% | +$31.2K | 0.3% | 61 |
|
|
2019
Q2 | $382K | Buy |
2,538
+14
| +0.6% | +$2.11K | 0.28% | 65 |
|
|
2019
Q1 | $356K | Buy |
2,524
+190
| +8% | +$26.8K | 0.27% | 78 |
|
|
2018
Q4 | $286K | Buy |
+2,334
| New | +$286K | 0.24% | 91 |
|
|
2018
Q1 | – | Sell |
-1,202
| Closed | -$184K | – | 290 |
|
|
2017
Q4 | $184K | Buy |
+1,202
| New | +$184K | 0.16% | 111 |
|