RWM
Revisor Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
3,651
-96
| -3% | -$27.5K | 0.38% | 53 |
|
|
2025
Q1 | $931K | Buy |
3,747
+2,390
| +176% | +$594K | 0.41% | 48 |
|
|
2024
Q4 | $304K | Sell |
1,357
-735
| -35% | -$165K | 0.28% | 72 |
|
|
2024
Q3 | $463K | Sell |
2,092
-157
| -7% | -$34.7K | 0.29% | 74 |
|
|
2024
Q2 | $389K | Sell |
2,249
-1,753
| -44% | -$303K | 0.27% | 82 |
|
|
2024
Q1 | $710K | Buy |
4,002
+1,379
| +53% | +$245K | 0.32% | 75 |
|
|
2023
Q4 | $429K | Buy |
2,623
+196
| +8% | +$32.1K | 0.49% | 42 |
|
|
2023
Q3 | $341K | Buy |
2,427
+262
| +12% | +$36.8K | 0.29% | 89 |
|
|
2023
Q2 | $290K | Buy |
2,165
+53
| +3% | +$7.09K | 0.26% | 108 |
|
|
2023
Q1 | $277K | Buy |
+2,112
| New | +$277K | 0.25% | 115 |
|