PWM
PBMares Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
5,937
-108
| -2% | -$31.8K | 0.32% | 40 |
|
|
2025
Q1 | $1.5M | Sell |
6,045
-1,519
| -20% | -$378K | 0.3% | 46 |
|
|
2024
Q4 | $1.66M | Buy |
7,564
+67
| +0.9% | +$14.7K | 0.34% | 45 |
|
|
2024
Q3 | $1.66M | Sell |
7,497
-1
| -0% | -$221 | 0.35% | 42 |
|
|
2024
Q2 | $1.3M | Sell |
7,498
-110
| -1% | -$19K | 0.32% | 49 |
|
|
2024
Q1 | $1.45M | Buy |
7,608
+485
| +7% | +$92.6K | 0.38% | 45 |
|
|
2023
Q4 | $1.16M | Buy |
7,123
+200
| +3% | +$32.7K | 0.35% | 48 |
|
|
2023
Q3 | $971K | Sell |
6,923
-23
| -0.3% | -$3.23K | 0.35% | 52 |
|
|
2023
Q2 | $929K | Sell |
6,946
-99
| -1% | -$13.2K | 0.33% | 57 |
|
|
2023
Q1 | $924K | Sell |
7,045
-453
| -6% | -$59.4K | 0.34% | 54 |
|
|
2022
Q4 | $1.06M | Sell |
7,498
-340
| -4% | -$47.9K | 0.43% | 46 |
|
|
2022
Q3 | $931K | Buy |
7,838
+21
| +0.3% | +$2.49K | 0.41% | 49 |
|
|
2022
Q2 | $1.1M | Buy |
7,817
+200
| +3% | +$28.2K | 0.47% | 41 |
|
|
2022
Q1 | $990K | Sell |
7,617
-8
| -0.1% | -$1.04K | 0.61% | 40 |
|
|
2021
Q4 | $1.02M | Buy |
7,625
+302
| +4% | +$40.4K | 0.43% | 46 |
|
|
2021
Q3 | $1.02M | Sell |
7,323
-225
| -3% | -$31.2K | 0.48% | 40 |
|
|
2021
Q2 | $1.11M | Sell |
7,548
-300
| -4% | -$44K | 0.6% | 36 |
|
|
2021
Q1 | $1.05M | Sell |
7,848
-100
| -1% | -$13.3K | 0.85% | 32 |
|
|
2020
Q4 | $1M | Buy |
7,948
+190
| +2% | +$23.9K | 1.15% | 26 |
|
|
2020
Q3 | $944K | Buy |
7,758
+322
| +4% | +$39.2K | 1.39% | 20 |
|
|
2020
Q2 | $898K | Hold |
7,436
| – | – | 1.35% | 20 |
|
|
2020
Q1 | $825K | Buy |
7,436
+69
| +0.9% | +$7.66K | 1.3% | 22 |
|
|
2019
Q4 | $987K | Buy |
+7,367
| New | +$987K | 1.17% | 25 |
|