SWMG
Signature Wealth Management Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Sell |
18,033
-479
| -3% | -$141K | 2.1% | 9 |
|
|
2025
Q1 | $4.6M | Sell |
18,512
-1,613
| -8% | -$401K | 1.79% | 14 |
|
|
2024
Q4 | $4.42M | Sell |
20,125
-929
| -4% | -$204K | 1.78% | 15 |
|
|
2024
Q3 | $4.65M | Buy |
21,054
+302
| +1% | +$66.8K | 1.87% | 14 |
|
|
2024
Q2 | $3.59M | Buy |
20,752
+347
| +2% | +$60K | 1.57% | 25 |
|
|
2024
Q1 | $3.71M | Sell |
20,405
-5,313
| -21% | -$965K | 1.69% | 21 |
|
|
2023
Q4 | $4.21M | Buy |
+25,718
| New | +$4.21M | 1.94% | 14 |
|
|
2023
Q2 | $3.56M | Buy |
26,621
+152
| +0.6% | +$20.3K | 1.66% | 26 |
|
|
2023
Q1 | $3.47M | Buy |
26,469
+510
| +2% | +$66.9K | 1.65% | 29 |
|
|
2022
Q4 | $3.66M | Buy |
25,959
+518
| +2% | +$73K | 1.79% | 24 |
|
|
2022
Q3 | $3.02M | Buy |
25,441
+428
| +2% | +$50.9K | 1.54% | 32 |
|
|
2022
Q2 | $3.53M | Buy |
25,013
+209
| +0.8% | +$29.5K | 1.72% | 27 |
|
|
2022
Q1 | $3.23M | Buy |
24,804
+2,732
| +12% | +$355K | 1.45% | 35 |
|
|
2021
Q4 | $2.95M | Sell |
22,072
-971
| -4% | -$130K | 1.49% | 34 |
|
|
2021
Q3 | $3.2M | Sell |
23,043
-121
| -0.5% | -$16.8K | 1.78% | 28 |
|
|
2021
Q2 | $3.4M | Sell |
23,164
-161
| -0.7% | -$23.6K | 1.89% | 19 |
|
|
2021
Q1 | $3.11M | Sell |
23,325
-289
| -1% | -$38.5K | 1.83% | 31 |
|
|
2020
Q4 | $2.97M | Buy |
23,614
+688
| +3% | +$86.6K | 1.87% | 25 |
|
|
2020
Q3 | $2.79M | Buy |
22,926
+678
| +3% | +$82.5K | 2.01% | 24 |
|
|
2020
Q2 | $2.69M | Buy |
22,248
+224
| +1% | +$27.1K | 2.05% | 24 |
|
|
2020
Q1 | $2.44M | Sell |
22,024
-353
| -2% | -$39.2K | 2.15% | 21 |
|
|
2019
Q4 | $3M | Buy |
22,377
+100
| +0.4% | +$13.4K | 1.89% | 28 |
|
|
2019
Q3 | $3.24M | Buy |
22,277
+25
| +0.1% | +$3.64K | 2.15% | 21 |
|
|
2019
Q2 | $3.15M | Buy |
22,252
+249
| +1% | +$35.2K | 2.1% | 22 |
|
|
2019
Q1 | $3.11M | Buy |
22,003
+289
| +1% | +$40.8K | 2.17% | 19 |
|
|
2018
Q4 | $2.47M | Buy |
21,714
+1,511
| +7% | +$172K | 1.91% | 33 |
|
|
2018
Q3 | $2.42M | Buy |
20,203
+1,278
| +7% | +$153K | 1.79% | 32 |
|
|
2018
Q2 | $2.64M | Buy |
18,925
+509
| +3% | +$71.1K | 1.96% | 26 |
|
|
2018
Q1 | $2.83M | Buy |
18,416
+459
| +3% | +$70.4K | 2.18% | 20 |
|
|
2017
Q4 | $2.76M | Buy |
+17,957
| New | +$2.76M | 2.02% | 27 |
|