SPW
Sonoma Private Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
930
-38
| -4% | -$11.2K | 0.34% | 66 |
|
|
2025
Q1 | $241K | Sell |
968
-222
| -19% | -$55.2K | 0.33% | 64 |
|
|
2024
Q4 | $262K | Sell |
1,190
-248
| -17% | -$54.5K | 0.42% | 70 |
|
|
2024
Q3 | $318K | Sell |
1,438
-87
| -6% | -$19.2K | 0.5% | 72 |
|
|
2024
Q2 | $264K | Hold |
1,525
| – | – | 0.43% | 73 |
|
|
2024
Q1 | $291K | Buy |
1,525
+20
| +1% | +$3.82K | 0.47% | 73 |
|
|
2023
Q4 | $246K | Sell |
1,505
-758
| -33% | -$124K | 0.41% | 71 |
|
|
2023
Q3 | $317K | Buy |
2,263
+8
| +0.4% | +$1.12K | 0.58% | 59 |
|
|
2023
Q2 | $302K | Buy |
2,255
+145
| +7% | +$19.4K | 0.53% | 66 |
|
|
2023
Q1 | $277K | Sell |
2,110
-541
| -20% | -$70.9K | 0.55% | 60 |
|
|
2022
Q4 | $374K | Buy |
+2,651
| New | +$374K | 0.83% | 43 |
|