SWM
Seed Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
1,705
+26
| +2% | +$7.66K | 0.37% | 67 |
|
|
2025
Q1 | $418K | Hold |
1,679
| – | – | 0.34% | 78 |
|
|
2024
Q4 | $369K | Hold |
1,679
| – | – | 0.3% | 86 |
|
|
2024
Q3 | $371K | Hold |
1,679
| – | – | 0.3% | 86 |
|
|
2024
Q2 | $290K | Buy |
1,679
+175
| +12% | +$30.3K | 0.25% | 99 |
|
|
2024
Q1 | $286K | Hold |
1,504
| – | – | 0.27% | 96 |
|
|
2023
Q4 | $243K | Hold |
1,504
| – | – | 0.25% | 110 |
|
|
2023
Q3 | $211K | Hold |
1,504
| – | – | 0.24% | 124 |
|
|
2023
Q2 | $201K | Buy |
+1,504
| New | +$201K | 0.21% | 135 |
|
|
2023
Q1 | – | Sell |
-1,504
| Closed | -$212K | – | 133 |
|
|
2022
Q4 | $212K | Buy |
+1,504
| New | +$212K | 0.24% | 119 |
|