PPWP
Premier Path Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
6,196
+523
| +9% | +$154K | 0.25% | 90 |
|
|
2025
Q1 | $1.41M | Buy |
5,673
+118
| +2% | +$29.3K | 0.22% | 110 |
|
|
2024
Q4 | $1.22M | Buy |
5,555
+51
| +0.9% | +$11.2K | 0.19% | 128 |
|
|
2024
Q3 | $1.22M | Buy |
5,504
+217
| +4% | +$48K | 0.19% | 137 |
|
|
2024
Q2 | $914K | Buy |
5,287
+127
| +2% | +$22K | 0.16% | 153 |
|
|
2024
Q1 | $985K | Buy |
5,160
+3
| +0.1% | +$573 | 0.19% | 142 |
|
|
2023
Q4 | $843K | Buy |
+5,157
| New | +$843K | 0.19% | 139 |
|