PJWM
Philip James Wealth Mangement’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Sell |
18,446
-3,488
| -16% | -$1.03M | 0.69% | 38 |
|
|
2025
Q1 | $5.45M | Sell |
21,934
-370
| -2% | -$92K | 0.66% | 36 |
|
|
2024
Q4 | $4.9M | Sell |
22,304
-843
| -4% | -$185K | 0.63% | 37 |
|
|
2024
Q3 | $5.12M | Buy |
+23,147
| New | +$5.12M | 0.63% | 39 |
|