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