PWG
Portside Wealth Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
6,514
+25
| +0.4% | +$7.37K | 0.28% | 80 |
|
|
2025
Q1 | $1.61M | Sell |
6,489
-6,454
| -50% | -$1.6M | 0.26% | 92 |
|
|
2024
Q4 | $2.85M | Buy |
12,943
+36
| +0.3% | +$7.91K | 0.47% | 53 |
|
|
2024
Q3 | $2.85M | Buy |
12,907
+973
| +8% | +$215K | 0.49% | 57 |
|
|
2024
Q2 | $2.06M | Sell |
11,934
-469
| -4% | -$81.1K | 0.39% | 67 |
|
|
2024
Q1 | $2.37M | Sell |
12,403
-3,226
| -21% | -$616K | 0.44% | 65 |
|
|
2023
Q4 | $2.56M | Sell |
15,629
-606
| -4% | -$99.1K | 0.48% | 58 |
|
|
2023
Q3 | $2.28M | Sell |
16,235
-20
| -0.1% | -$2.81K | 0.43% | 64 |
|
|
2023
Q2 | $2.18M | Buy |
+16,255
| New | +$2.18M | 0.4% | 63 |
|