RDWM
Red Door Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
3,401
+134
| +4% | +$39.5K | 0.12% | 105 |
|
|
2025
Q1 | $812K | Sell |
3,267
-1,874
| -36% | -$466K | 0.12% | 102 |
|
|
2024
Q4 | $1.13M | Buy |
5,141
+706
| +16% | +$155K | 0.17% | 85 |
|
|
2024
Q3 | $980K | Sell |
4,435
-164
| -4% | -$36.3K | 0.16% | 86 |
|
|
2024
Q2 | $795K | Buy |
4,599
+187
| +4% | +$32.3K | 0.14% | 94 |
|
|
2024
Q1 | $843K | Buy |
4,412
+2,189
| +98% | +$418K | 0.16% | 87 |
|
|
2023
Q4 | $364K | Buy |
2,223
+172
| +8% | +$28.1K | 0.08% | 139 |
|
|
2023
Q3 | $288K | Sell |
2,051
-30
| -1% | -$4.21K | 0.07% | 145 |
|
|
2023
Q2 | $278K | Buy |
2,081
+170
| +9% | +$22.7K | 0.06% | 184 |
|
|
2023
Q1 | $251K | Buy |
1,911
+74
| +4% | +$9.7K | 0.08% | 131 |
|
|
2022
Q4 | $259K | Sell |
1,837
-20
| -1% | -$2.82K | 0.09% | 124 |
|
|
2022
Q3 | $220K | Sell |
1,857
-424
| -19% | -$50.2K | 0.08% | 123 |
|
|
2022
Q2 | $322K | Sell |
2,281
-722
| -24% | -$102K | 0.12% | 106 |
|
|
2022
Q1 | $390K | Buy |
3,003
+180
| +6% | +$23.4K | 0.13% | 102 |
|
|
2021
Q4 | $377K | Buy |
2,823
+869
| +44% | +$116K | 0.12% | 121 |
|
|
2021
Q3 | $271K | Buy |
1,954
+1,293
| +196% | +$179K | 0.1% | 136 |
|
|
2021
Q2 | $96K | Buy |
+661
| New | +$96K | 0.04% | 202 |
|
|
2020
Q3 | – | Sell |
-1,055
| Closed | -$127K | – | 237 |
|
|
2020
Q2 | $127K | Sell |
1,055
-12
| -1% | -$1.45K | 0.09% | 117 |
|
|
2020
Q1 | $118K | Buy |
+1,067
| New | +$118K | 0.11% | 112 |
|