PWM
Prentice Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
5,886
+840
| +17% | +$248K | 0.46% | 29 |
|
|
2025
Q1 | $1.25M | Hold |
5,046
| – | – | 0.36% | 39 |
|
|
2024
Q4 | $1.11M | Buy |
5,046
+53
| +1% | +$11.7K | 0.32% | 41 |
|
|
2024
Q3 | $1.1M | Hold |
4,993
| – | – | 0.33% | 39 |
|
|
2024
Q2 | $864K | Hold |
4,993
| – | – | 0.28% | 45 |
|
|
2024
Q1 | $953K | Hold |
4,993
| – | – | 0.33% | 41 |
|
|
2023
Q4 | $817K | Buy |
4,993
+100
| +2% | +$16.4K | 0.32% | 42 |
|
|
2023
Q3 | $686K | Sell |
4,893
-34
| -0.7% | -$4.77K | 0.31% | 42 |
|
|
2023
Q2 | $659K | Sell |
4,927
-239
| -5% | -$32K | 0.3% | 40 |
|
|
2023
Q1 | $677K | Buy |
5,166
+1
| +0% | +$131 | 0.32% | 37 |
|
|
2022
Q4 | $728K | Sell |
5,165
-26
| -0.5% | -$3.66K | 0.37% | 30 |
|
|
2022
Q3 | $617K | Buy |
+5,191
| New | +$617K | 0.34% | 29 |
|
|
2022
Q2 | – | Sell |
-5,644
| Closed | -$734K | – | 159 |
|
|
2022
Q1 | $734K | Hold |
5,644
| – | – | 0.35% | 28 |
|
|
2021
Q4 | $754K | Sell |
5,644
-21
| -0.4% | -$2.81K | 0.35% | 29 |
|
|
2021
Q3 | $787K | Hold |
5,665
| – | – | 0.38% | 28 |
|
|
2021
Q2 | $830K | Buy |
5,665
+1
| +0% | +$147 | 0.43% | 25 |
|
|
2021
Q1 | $755K | Buy |
+5,664
| New | +$755K | 0.42% | 25 |
|