QWM
Quadcap Wealth Management’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.01M | Sell |
3,434
-333
| -9% | -$98.2K | 0.13% | 150 |
|
2025
Q1 | $937K | Sell |
3,767
-136
| -3% | -$33.8K | 0.14% | 144 |
|
2024
Q4 | $858K | Buy |
3,903
+637
| +20% | +$140K | 0.13% | 154 |
|
2024
Q3 | $722K | Sell |
3,266
-491
| -13% | -$109K | 0.11% | 186 |
|
2024
Q2 | $650K | Buy |
3,757
+103
| +3% | +$17.8K | 0.12% | 187 |
|
2024
Q1 | $698K | Sell |
3,654
-132
| -3% | -$25.2K | 0.16% | 155 |
|
2023
Q4 | $619K | Buy |
+3,786
| New | +$619K | 0.16% | 170 |
|