RWM
RBA Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
1,626
-318
| -16% | -$93.7K | 0.18% | 68 |
|
|
2025
Q1 | $483K | Sell |
1,944
-56
| -3% | -$13.9K | 0.19% | 65 |
|
|
2024
Q4 | $440K | Sell |
2,000
-324
| -14% | -$71.2K | 0.17% | 64 |
|
|
2024
Q3 | $514K | Sell |
2,324
-15
| -0.6% | -$3.32K | 0.2% | 61 |
|
|
2024
Q2 | $404K | Sell |
2,339
-638
| -21% | -$110K | 0.16% | 65 |
|
|
2024
Q1 | $569K | Sell |
2,977
-74
| -2% | -$14.1K | 0.23% | 60 |
|
|
2023
Q4 | $499K | Sell |
3,051
-28,952
| -90% | -$4.74M | 0.22% | 61 |
|
|
2023
Q3 | $4.49M | Buy |
32,003
+629
| +2% | +$88.2K | 2.16% | 17 |
|
|
2023
Q2 | $4.2M | Buy |
31,374
+618
| +2% | +$82.7K | 1.96% | 20 |
|
|
2023
Q1 | $4.03M | Buy |
30,756
+1,060
| +4% | +$139K | 2.01% | 23 |
|
|
2022
Q4 | $4.18M | Buy |
29,696
+596
| +2% | +$84K | 2.19% | 16 |
|
|
2022
Q3 | $3.46M | Buy |
29,100
+980
| +3% | +$116K | 1.99% | 20 |
|
|
2022
Q2 | $3.97M | Buy |
28,120
+1,433
| +5% | +$202K | 2.2% | 14 |
|
|
2022
Q1 | $3.47M | Buy |
26,687
+1,835
| +7% | +$239K | 1.67% | 32 |
|
|
2021
Q4 | $3.32M | Buy |
+24,852
| New | +$3.32M | 1.57% | 32 |
|
|
2021
Q2 | – | Sell |
-20,968
| Closed | -$2.79M | – | 153 |
|
|
2021
Q1 | $2.79M | Buy |
20,968
+721
| +4% | +$96.1K | 2.37% | 13 |
|
|
2020
Q4 | $2.55M | Buy |
20,247
+224
| +1% | +$28.2K | 1.54% | 25 |
|
|
2020
Q3 | $2.44M | Buy |
20,023
+314
| +2% | +$38.2K | 1.65% | 21 |
|
|
2020
Q2 | $2.38M | Buy |
19,709
+364
| +2% | +$44K | 1.73% | 20 |
|
|
2020
Q1 | $2.15M | Buy |
19,345
+127
| +0.7% | +$14.1K | 1.86% | 18 |
|
|
2019
Q4 | $2.57M | Buy |
19,218
+535
| +3% | +$71.4K | 1.75% | 25 |
|
|
2019
Q3 | $2.72M | Buy |
18,683
+222
| +1% | +$32.3K | 2.07% | 17 |
|
|
2019
Q2 | $2.55M | Buy |
18,461
+22
| +0.1% | +$3.03K | 1.97% | 25 |
|
|
2019
Q1 | $2.64M | Buy |
+18,439
| New | +$2.64M | 2.05% | 20 |
|