RWB
RMR Wealth Builders’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
10,046
+1,694
| +20% | +$499K | 0.27% | 49 |
|
|
2025
Q1 | $2.08M | Buy |
8,352
+263
| +3% | +$65.4K | 0.22% | 62 |
|
|
2024
Q4 | $1.78M | Buy |
8,089
+5,663
| +233% | +$1.24M | 0.18% | 66 |
|
|
2024
Q3 | $536K | Buy |
2,426
+101
| +4% | +$22.3K | 0.06% | 149 |
|
|
2024
Q2 | $402K | Sell |
2,325
-1,192
| -34% | -$206K | 0.05% | 168 |
|
|
2024
Q1 | $672K | Buy |
3,517
+118
| +3% | +$22.5K | 0.08% | 125 |
|
|
2023
Q4 | $556K | Buy |
3,399
+24
| +0.7% | +$3.93K | 0.08% | 133 |
|
|
2023
Q3 | $474K | Buy |
3,375
+90
| +3% | +$12.6K | 0.08% | 142 |
|
|
2023
Q2 | $440K | Buy |
3,285
+691
| +27% | +$92.5K | 0.07% | 128 |
|
|
2023
Q1 | $340K | Sell |
2,594
-888
| -26% | -$116K | 0.06% | 152 |
|
|
2022
Q4 | $491K | Sell |
3,482
-475
| -12% | -$66.9K | 0.11% | 96 |
|
|
2022
Q3 | $470K | Sell |
3,957
-49
| -1% | -$5.82K | 0.12% | 95 |
|
|
2022
Q2 | $566K | Sell |
4,006
-269
| -6% | -$38K | 0.14% | 98 |
|
|
2022
Q1 | $556K | Sell |
4,275
-94
| -2% | -$12.2K | 0.12% | 111 |
|
|
2021
Q4 | $584K | Buy |
4,369
+1,393
| +47% | +$186K | 0.17% | 62 |
|
|
2021
Q3 | $414K | Buy |
2,976
+397
| +15% | +$55.2K | 0.12% | 111 |
|
|
2021
Q2 | $378K | Sell |
2,579
-895
| -26% | -$131K | 0.12% | 116 |
|
|
2021
Q1 | $463K | Buy |
3,474
+2,269
| +188% | +$302K | 0.12% | 105 |
|
|
2020
Q4 | $152K | Sell |
1,205
-2,971
| -71% | -$375K | 0.07% | 175 |
|
|
2020
Q3 | $508K | Buy |
4,176
+2,978
| +249% | +$362K | 0.13% | 118 |
|
|
2020
Q2 | $144K | Buy |
+1,198
| New | +$144K | 0.13% | 135 |
|
|
2019
Q4 | $74K | Buy |
+550
| New | +$74K | 0.07% | 198 |
|