SWAG
Spectrum Wealth Advisory Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Hold |
1,000
| – | – | 0.14% | 52 |
|
|
2025
Q1 | $249K | Hold |
1,000
| – | – | 0.12% | 48 |
|
|
2024
Q4 | $220K | Hold |
1,000
| – | – | 0.1% | 54 |
|
|
2024
Q3 | $221K | Buy |
+1,000
| New | +$221K | 0.12% | 43 |
|
|
2020
Q4 | – | Sell |
-2,000
| Closed | -$244K | – | 41 |
|
|
2020
Q3 | $244K | Buy |
+2,000
| New | +$244K | 0.16% | 39 |
|
|
2019
Q2 | – | Sell |
-2,050
| Closed | -$289K | – | 36 |
|
|
2019
Q1 | $289K | Buy |
+2,050
| New | +$289K | 0.45% | 26 |
|