SRB
Shotwell Rutter Baer’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Hold |
2,002
| – | – | 0.4% | 23 |
|
|
2025
Q1 | $455K | Hold |
2,002
| – | – | 0.4% | 26 |
|
|
2024
Q4 | $440K | Hold |
2,002
| – | – | 0.37% | 28 |
|
|
2024
Q3 | $452K | Hold |
2,002
| – | – | 0.37% | 25 |
|
|
2024
Q2 | $353K | Buy |
2,002
+3
| +0.2% | +$529 | 0.31% | 30 |
|
|
2024
Q1 | $378K | Buy |
1,999
+2
| +0.1% | +$379 | 0.77% | 14 |
|
|
2023
Q4 | $331K | Buy |
+1,997
| New | +$331K | 0.32% | 31 |
|