SWMP
Signature Wealth Management Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
3,483
-46
| -1% | -$13.6K | 0.59% | 32 |
|
|
2025
Q1 | $878K | Sell |
3,529
-59
| -2% | -$14.7K | 0.57% | 33 |
|
|
2024
Q4 | $789K | Buy |
3,588
+2
| +0.1% | +$440 | 0.54% | 38 |
|
|
2024
Q3 | $793K | Buy |
3,586
+1
| +0% | +$221 | 0.57% | 34 |
|
|
2024
Q2 | $620K | Buy |
3,585
+2
| +0.1% | +$346 | 0.47% | 48 |
|
|
2024
Q1 | $684K | Sell |
3,583
-423
| -11% | -$80.8K | 0.56% | 42 |
|
|
2023
Q4 | $655K | Hold |
4,006
| – | – | 0.57% | 41 |
|
|
2023
Q3 | $562K | Buy |
4,006
+200
| +5% | +$28.1K | 0.55% | 42 |
|
|
2023
Q2 | $509K | Sell |
3,806
-408
| -10% | -$54.6K | 0.47% | 51 |
|
|
2023
Q1 | $552K | Hold |
4,214
| – | – | 0.51% | 49 |
|
|
2022
Q4 | $594K | Hold |
4,214
| – | – | 0.58% | 49 |
|
|
2022
Q3 | $500K | Hold |
4,214
| – | – | 0.55% | 51 |
|
|
2022
Q2 | $595K | Hold |
4,214
| – | – | 0.61% | 47 |
|
|
2022
Q1 | $548K | Hold |
4,214
| – | – | 0.47% | 57 |
|
|
2021
Q4 | $563K | Sell |
4,214
-30
| -0.7% | -$4.01K | 0.48% | 53 |
|
|
2021
Q3 | $590K | Hold |
4,244
| – | – | 0.53% | 51 |
|
|
2021
Q2 | $622K | Buy |
4,244
+78
| +2% | +$11.4K | 0.56% | 48 |
|
|
2021
Q1 | $555K | Buy |
4,166
+438
| +12% | +$58.4K | 0.53% | 55 |
|
|
2020
Q4 | $469K | Buy |
+3,728
| New | +$469K | 0.47% | 52 |
|