SSWM
Strait & Sound Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
6,818
-592
| -8% | -$175K | 0.85% | 26 |
|
|
2025
Q1 | $1.84M | Buy |
7,410
+424
| +6% | +$105K | 0.86% | 26 |
|
|
2024
Q4 | $1.54M | Buy |
6,986
+89
| +1% | +$19.6K | 0.71% | 27 |
|
|
2024
Q3 | $1.52M | Buy |
6,897
+12
| +0.2% | +$2.65K | 0.74% | 24 |
|
|
2024
Q2 | $1.19M | Buy |
6,885
+694
| +11% | +$120K | 0.61% | 28 |
|
|
2024
Q1 | $1.15M | Sell |
6,191
-16
| -0.3% | -$2.97K | 0.64% | 29 |
|
|
2023
Q4 | $1.03M | Sell |
6,207
-59
| -0.9% | -$9.8K | 0.64% | 30 |
|
|
2023
Q3 | $879K | Buy |
6,266
+3,399
| +119% | +$477K | 0.75% | 30 |
|
|
2023
Q2 | $384K | Buy |
2,867
+17
| +0.6% | +$2.28K | 0.38% | 58 |
|
|
2023
Q1 | $374K | Buy |
2,850
+115
| +4% | +$15.1K | 0.37% | 65 |
|
|
2022
Q4 | $397K | Buy |
+2,735
| New | +$397K | 0.43% | 59 |
|