SPWM
Schrum Private Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
1,100
| – | – | 0.26% | 93 |
|
|
2025
Q1 | $274K | Hold |
1,100
| – | – | 0.24% | 100 |
|
|
2024
Q4 | $242K | Sell |
1,100
-1,316
| -54% | -$289K | 0.21% | 112 |
|
|
2024
Q3 | $534K | Buy |
2,416
+1,208
| +100% | +$267K | 0.28% | 90 |
|
|
2024
Q2 | $209K | Buy |
1,208
+11
| +0.9% | +$1.9K | 0.19% | 123 |
|
|
2024
Q1 | $229K | Buy |
+1,197
| New | +$229K | 0.21% | 119 |
|