RVW Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Buy |
1,413
+75
| +6% | +$22.1K | 0.04% | 113 |
|
|
2025
Q1 | $333K | Buy |
1,338
+174
| +15% | +$43.3K | 0.03% | 117 |
|
|
2024
Q4 | $256K | Buy |
1,164
+152
| +15% | +$33.4K | 0.02% | 130 |
|
|
2024
Q3 | $224K | Sell |
1,012
-250
| -20% | -$55.3K | 0.02% | 142 |
|
|
2024
Q2 | $218K | Buy |
1,262
+100
| +9% | +$17.3K | 0.02% | 139 |
|
|
2024
Q1 | $222K | Buy |
+1,162
| New | +$222K | 0.02% | 136 |
|
|
2023
Q4 | – | Sell |
-763
| Closed | -$107K | – | 237 |
|
|
2023
Q3 | $107K | Buy |
+763
| New | +$107K | 0.01% | 175 |
|