RWP
Ridgecrest Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
9,796
+200
| +2% | +$59K | 1.52% | 15 |
|
|
2025
Q1 | $2.39M | Buy |
9,596
+45
| +0.5% | +$11.2K | 1.25% | 17 |
|
|
2024
Q4 | $2.1M | Buy |
9,551
+6
| +0.1% | +$1.32K | 1.14% | 16 |
|
|
2024
Q3 | $2.11M | Buy |
9,545
+119
| +1% | +$26.3K | 1.1% | 20 |
|
|
2024
Q2 | $1.63M | Hold |
9,426
| – | – | 0.98% | 22 |
|
|
2024
Q1 | $1.8M | Sell |
9,426
-200
| -2% | -$38.2K | 1.07% | 22 |
|
|
2023
Q4 | $1.57M | Hold |
9,626
| – | – | 1.04% | 22 |
|
|
2023
Q3 | $1.35M | Hold |
9,626
| – | – | 0.95% | 26 |
|
|
2023
Q2 | $1.29M | Hold |
9,626
| – | – | 0.85% | 26 |
|
|
2023
Q1 | $1.26M | Sell |
9,626
-204
| -2% | -$26.7K | 0.9% | 27 |
|
|
2022
Q4 | $1.38M | Hold |
9,830
| – | – | 1.05% | 23 |
|
|
2022
Q3 | $1.17M | Sell |
9,830
-3,690
| -27% | -$438K | 0.95% | 25 |
|
|
2022
Q2 | $1.91M | Sell |
13,520
-100
| -0.7% | -$14.1K | 1.39% | 18 |
|
|
2022
Q1 | $1.77M | Sell |
13,620
-300
| -2% | -$39K | 1.12% | 23 |
|
|
2021
Q4 | $1.86M | Buy |
13,920
+2,508
| +22% | +$335K | 0.91% | 27 |
|
|
2021
Q3 | $1.59M | Buy |
11,412
+350
| +3% | +$48.6K | 0.86% | 29 |
|
|
2021
Q2 | $1.62M | Sell |
11,062
-542
| -5% | -$79.5K | 1.01% | 28 |
|
|
2021
Q1 | $1.55M | Buy |
+11,604
| New | +$1.55M | 1.47% | 21 |
|