RWP
Revolve Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
2,467
+322
| +15% | +$94.9K | 0.09% | 97 |
|
|
2025
Q1 | $533K | Buy |
2,145
+163
| +8% | +$40.5K | 0.08% | 113 |
|
|
2024
Q4 | $436K | Sell |
1,982
-586
| -23% | -$129K | 0.06% | 133 |
|
|
2024
Q3 | $568K | Buy |
2,568
+925
| +56% | +$204K | 0.09% | 108 |
|
|
2024
Q2 | $284K | Sell |
1,643
-6
| -0.4% | -$1.04K | 0.05% | 137 |
|
|
2024
Q1 | $315K | Buy |
1,649
+175
| +12% | +$33.4K | 0.05% | 126 |
|
|
2023
Q4 | $241K | Buy |
1,474
+14
| +1% | +$2.29K | 0.05% | 137 |
|
|
2023
Q3 | $205K | Buy |
+1,460
| New | +$205K | 0.05% | 140 |
|
|
2023
Q1 | – | Sell |
-1,599
| Closed | -$225K | – | 144 |
|
|
2022
Q4 | $225K | Buy |
+1,599
| New | +$225K | 0.06% | 131 |
|