SWM
Scissortail Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
+1,127
| New | +$328K | 0.08% | 87 |
|
|
2025
Q1 | – | Sell |
-1,527
| Closed | -$336K | – | 113 |
|
|
2024
Q4 | $336K | Buy |
1,527
+1,519
| +18,988% | +$334K | 0.09% | 96 |
|
|
2024
Q3 | $339K | Sell |
8
-1,619
| -100% | -$68.6M | 0.08% | 96 |
|
|
2024
Q2 | $280K | Hold |
1,627
| – | – | 0.07% | 98 |
|
|
2024
Q1 | $311K | Buy |
+1,627
| New | +$311K | 0.08% | 95 |
|
|
2022
Q4 | – | Sell |
-1,657
| Closed | -$228K | – | 139 |
|
|
2022
Q3 | $228K | Buy |
1,657
+357
| +27% | +$49.1K | 0.12% | 78 |
|
|
2022
Q2 | $174K | Sell |
1,300
-357
| -22% | -$47.8K | 0.07% | 89 |
|
|
2022
Q1 | $229K | Buy |
1,657
+357
| +27% | +$49.3K | 0.11% | 79 |
|
|
2021
Q4 | $174K | Buy |
+1,300
| New | +$174K | 0.07% | 89 |
|