SDWMA
Schneider Downs Wealth Management Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
1,561
-53
| -3% | -$15.6K | 0.07% | 96 |
|
|
2025
Q1 | $401K | Hold |
1,614
| – | – | 0.07% | 97 |
|
|
2024
Q4 | $355K | Hold |
1,614
| – | – | 0.07% | 102 |
|
|
2024
Q3 | $357K | Hold |
1,614
| – | – | 0.07% | 101 |
|
|
2024
Q2 | $279K | Hold |
1,614
| – | – | 0.06% | 106 |
|
|
2024
Q1 | $308K | Buy |
1,614
+68
| +4% | +$13K | 0.07% | 102 |
|
|
2023
Q4 | $253K | Buy |
+1,546
| New | +$253K | 0.07% | 98 |
|