PPWP
Proquility Private Wealth Partners’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $3.19M | Sell |
12,814
-1,732
| -12% | -$431K | 0.98% | 35 |
|
2024
Q4 | $3.2M | Buy |
14,546
+595
| +4% | +$131K | 1.03% | 35 |
|
2024
Q3 | $3.08M | Sell |
13,951
-545
| -4% | -$120K | 0.99% | 35 |
|
2024
Q2 | $2.51M | Buy |
14,496
+9,463
| +188% | +$1.64M | 0.86% | 41 |
|
2024
Q1 | $961K | Sell |
5,033
-641
| -11% | -$122K | 0.33% | 70 |
|
2023
Q4 | $928K | Buy |
+5,674
| New | +$928K | 0.35% | 68 |
|