RCA
Resonant Capital Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
4,302
+709
| +20% | +$209K | 0.08% | 145 |
|
|
2025
Q1 | $893K | Buy |
3,593
+164
| +5% | +$40.8K | 0.06% | 157 |
|
|
2024
Q4 | $754K | Buy |
3,429
+224
| +7% | +$49.2K | 0.06% | 169 |
|
|
2024
Q3 | $709K | Buy |
3,205
+167
| +5% | +$36.9K | 0.05% | 181 |
|
|
2024
Q2 | $525K | Buy |
3,038
+657
| +28% | +$114K | 0.04% | 200 |
|
|
2024
Q1 | $455K | Buy |
2,381
+344
| +17% | +$65.7K | 0.04% | 208 |
|
|
2023
Q4 | $333K | Buy |
2,037
+65
| +3% | +$10.6K | 0.03% | 223 |
|
|
2023
Q3 | $277K | Buy |
1,972
+54
| +3% | +$7.58K | 0.03% | 227 |
|
|
2023
Q2 | $257K | Buy |
1,918
+142
| +8% | +$19K | 0.03% | 228 |
|
|
2023
Q1 | $233K | Sell |
1,776
-261
| -13% | -$34.2K | 0.03% | 227 |
|
|
2022
Q4 | $287K | Sell |
2,037
-78
| -4% | -$11K | 0.04% | 218 |
|
|
2022
Q3 | $251K | Sell |
2,115
-158
| -7% | -$18.8K | 0.04% | 201 |
|
|
2022
Q2 | $321K | Buy |
2,273
+739
| +48% | +$104K | 0.05% | 190 |
|
|
2022
Q1 | $200K | Buy |
+1,534
| New | +$200K | 0.03% | 223 |
|