QWP
Quotient Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
5,678
+810
| +17% | +$239K | 0.05% | 87 |
|
|
2025
Q1 | $1.21M | Buy |
4,868
+767
| +19% | +$191K | 0.04% | 98 |
|
|
2024
Q4 | $902K | Buy |
4,101
+119
| +3% | +$26.2K | 0.03% | 113 |
|
|
2024
Q3 | $880K | Buy |
3,982
+181
| +5% | +$40K | 0.03% | 120 |
|
|
2024
Q2 | $657K | Buy |
3,801
+69
| +2% | +$11.9K | 0.02% | 142 |
|
|
2024
Q1 | $713K | Buy |
3,732
+312
| +9% | +$59.6K | 0.03% | 138 |
|
|
2023
Q4 | $559K | Buy |
+3,420
| New | +$559K | 0.02% | 160 |
|