Redwood Wealth Management Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.6M | Sell |
19,002
-35
| -0.2% | -$10.3K | 2.52% | 5 |
|
2025
Q1 | $4.73M | Sell |
19,037
-254
| -1% | -$63.2K | 2.41% | 3 |
|
2024
Q4 | $4.24M | Sell |
19,291
-169
| -0.9% | -$37.1K | 2.06% | 6 |
|
2024
Q3 | $4.3M | Sell |
19,460
-530
| -3% | -$117K | 2.13% | 5 |
|
2024
Q2 | $3.46M | Buy |
19,990
+16
| +0.1% | +$2.77K | 2.6% | 4 |
|
2024
Q1 | $3.81M | Sell |
19,974
-511
| -2% | -$97.6K | 4.04% | 2 |
|
2023
Q4 | $3.35M | Sell |
20,485
-258
| -1% | -$42.2K | 3.71% | 3 |
|
2023
Q3 | $2.91M | Buy |
20,743
+2
| +0% | +$281 | 3.4% | 4 |
|
2023
Q2 | $2.78M | Buy |
20,741
+339
| +2% | +$45.4K | 3.08% | 4 |
|
2023
Q1 | $2.67M | Buy |
20,402
+445
| +2% | +$58.3K | 3.03% | 4 |
|
2022
Q4 | $2.81M | Buy |
+19,957
| New | +$2.81M | 3.51% | 2 |
|