RWS
Resolute Wealth Strategies’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $486K | Buy |
1,649
+5
| +0.3% | +$1.47K | 0.26% | 57 |
|
2025
Q1 | $409K | Buy |
1,644
+21
| +1% | +$5.22K | 0.23% | 68 |
|
2024
Q4 | $357K | Hold |
1,623
| – | – | 0.18% | 68 |
|
2024
Q3 | $359K | Hold |
1,623
| – | – | 0.19% | 71 |
|
2024
Q2 | $281K | Hold |
1,623
| – | – | 0.16% | 75 |
|
2024
Q1 | $310K | Hold |
1,623
| – | – | 0.19% | 72 |
|
2023
Q4 | $265K | Hold |
1,623
| – | – | 0.18% | 73 |
|
2023
Q3 | $228K | Hold |
1,623
| – | – | 0.17% | 76 |
|
2023
Q2 | $217K | Sell |
1,623
-207
| -11% | -$27.7K | 0.17% | 84 |
|
2023
Q1 | $240K | Buy |
+1,830
| New | +$240K | 0.2% | 74 |
|