Ruedi Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-100
| Closed | -$24.9K | – | 176 |
|
2025
Q1 | $24.9K | Hold |
100
| – | – | 0.01% | 118 |
|
2024
Q4 | $22K | Hold |
100
| – | – | 0.01% | 122 |
|
2024
Q3 | $22.1K | Hold |
100
| – | – | 0.01% | 126 |
|
2024
Q2 | $17.3K | Hold |
100
| – | – | 0.01% | 136 |
|
2024
Q1 | $19.1K | Hold |
100
| – | – | 0.01% | 125 |
|
2023
Q4 | $16.4K | Hold |
100
| – | – | 0.01% | 117 |
|
2023
Q3 | $14K | Buy |
+100
| New | +$14K | 0.01% | 116 |
|
2023
Q1 | – | Sell |
-46
| Closed | -$6.48K | – | 272 |
|
2022
Q4 | $6.48K | Buy |
+46
| New | +$6.48K | ﹤0.01% | 166 |
|