RWM
RKL Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Sell |
14,028
-3
| -0% | -$884 | 0.36% | 40 |
|
|
2025
Q1 | $3.49M | Buy |
14,031
+210
| +2% | +$52.2K | 0.33% | 46 |
|
|
2024
Q4 | $3.04M | Buy |
13,821
+3,686
| +36% | +$810K | 0.27% | 50 |
|
|
2024
Q3 | $2.24M | Buy |
10,135
+255
| +3% | +$56.4K | 0.2% | 62 |
|
|
2024
Q2 | $1.71M | Buy |
9,880
+423
| +4% | +$73.2K | 0.16% | 64 |
|
|
2024
Q1 | $1.81M | Sell |
9,457
-215
| -2% | -$41.1K | 0.18% | 63 |
|
|
2023
Q4 | $1.58M | Sell |
9,672
-225
| -2% | -$36.8K | 0.17% | 65 |
|
|
2023
Q3 | $1.39M | Buy |
9,897
+109
| +1% | +$15.3K | 0.17% | 64 |
|
|
2023
Q2 | $1.31M | Buy |
9,788
+38
| +0.4% | +$5.09K | 0.16% | 65 |
|
|
2023
Q1 | $1.28M | Sell |
9,750
-234
| -2% | -$30.7K | 0.16% | 66 |
|
|
2022
Q4 | $1.41M | Sell |
9,984
-131
| -1% | -$18.5K | 0.19% | 67 |
|
|
2022
Q3 | $1.2M | Buy |
10,115
+354
| +4% | +$42.1K | 0.17% | 70 |
|
|
2022
Q2 | $1.38M | Buy |
9,761
+62
| +0.6% | +$8.75K | 0.19% | 67 |
|
|
2022
Q1 | $1.26M | Buy |
9,699
+871
| +10% | +$113K | 0.15% | 76 |
|
|
2021
Q4 | $1.18M | Buy |
8,828
+242
| +3% | +$32.3K | 0.14% | 77 |
|
|
2021
Q3 | $1.19M | Buy |
8,586
+155
| +2% | +$21.5K | 0.15% | 72 |
|
|
2021
Q2 | $1.24M | Buy |
+8,431
| New | +$1.24M | 0.16% | 71 |
|
|
2015
Q4 | – | Sell |
-1,475
| Closed | -$214K | – | 54 |
|
|
2015
Q3 | $214K | Hold |
1,475
| – | – | 0.13% | 52 |
|
|
2015
Q2 | $240K | Sell |
1,475
-242
| -14% | -$39.4K | 0.14% | 50 |
|
|
2015
Q1 | $276K | Sell |
1,717
-127
| -7% | -$20.4K | 0.17% | 52 |
|
|
2014
Q4 | $296K | Hold |
1,844
| – | – | 0.19% | 50 |
|
|
2014
Q3 | $350K | Hold |
1,844
| – | – | 0.24% | 47 |
|
|
2014
Q2 | $334K | Hold |
1,844
| – | – | 0.24% | 47 |
|
|
2014
Q1 | $355K | Buy |
+1,844
| New | +$355K | 0.27% | 47 |
|