SWM
Silverlake Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.17M | Buy |
24,309
+542
| +2% | +$160K | 2.08% | 3 |
|
|
2025
Q1 | $5.91M | Sell |
23,767
-361
| -1% | -$89.8K | 2.23% | 4 |
|
|
2024
Q4 | $5.3M | Sell |
24,128
-496
| -2% | -$109K | 2.03% | 4 |
|
|
2024
Q3 | $5.44M | Buy |
24,624
+523
| +2% | +$116K | 2.06% | 4 |
|
|
2024
Q2 | $4.17M | Buy |
24,101
+207
| +0.9% | +$35.8K | 1.71% | 6 |
|
|
2024
Q1 | $4.56M | Sell |
23,894
-233
| -1% | -$44.5K | 2.32% | 4 |
|
|
2023
Q4 | $3.95M | Sell |
24,127
-824
| -3% | -$135K | 2.18% | 4 |
|
|
2023
Q3 | $3.5M | Sell |
24,951
-130
| -0.5% | -$18.2K | 1.97% | 6 |
|
|
2023
Q2 | $3.36M | Buy |
25,081
+931
| +4% | +$125K | 1.87% | 6 |
|
|
2023
Q1 | $3.17M | Sell |
24,150
-341
| -1% | -$44.7K | 1.92% | 7 |
|
|
2022
Q4 | $3.45M | Sell |
24,491
-194
| -0.8% | -$27.3K | 2.15% | 6 |
|
|
2022
Q3 | $2.93M | Buy |
24,685
+90
| +0.4% | +$10.7K | 1.99% | 6 |
|
|
2022
Q2 | $3.47M | Buy |
24,595
+683
| +3% | +$96.4K | 2.27% | 6 |
|
|
2022
Q1 | $3.11M | Buy |
23,912
+82
| +0.3% | +$10.7K | 1.78% | 6 |
|
|
2021
Q4 | $3.19M | Buy |
+23,830
| New | +$3.19M | 1.71% | 6 |
|