SWM
Sugarloaf Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.03M | Hold |
4,679
| – | – | 0.19% | 57 |
|
|
2024
Q3 | $1.03M | Buy |
4,679
+28
| +0.6% | +$6.19K | 0.2% | 56 |
|
|
2024
Q2 | $804K | Sell |
4,651
-66
| -1% | -$11.4K | 0.16% | 64 |
|
|
2024
Q1 | $901K | Sell |
4,717
-137
| -3% | -$26.2K | 0.19% | 60 |
|
|
2023
Q4 | $794K | Buy |
4,854
+100
| +2% | +$16.4K | 0.19% | 61 |
|
|
2023
Q3 | $667K | Buy |
4,754
+37
| +0.8% | +$5.19K | 0.17% | 65 |
|
|
2023
Q2 | $631K | Sell |
4,717
-118
| -2% | -$15.8K | 0.15% | 68 |
|
|
2023
Q1 | $634K | Sell |
4,835
-248
| -5% | -$32.5K | 0.16% | 63 |
|
|
2022
Q4 | $716K | Sell |
5,083
-753
| -13% | -$106K | 0.18% | 56 |
|
|
2022
Q3 | $694K | Buy |
5,836
+847
| +17% | +$101K | 0.18% | 60 |
|
|
2022
Q2 | $704K | Buy |
4,989
+43
| +0.9% | +$6.07K | 0.18% | 55 |
|
|
2022
Q1 | $643K | Sell |
4,946
-46
| -0.9% | -$5.98K | 0.15% | 59 |
|
|
2021
Q4 | $667K | Buy |
4,992
+352
| +8% | +$47K | 0.16% | 60 |
|
|
2021
Q3 | $645K | Sell |
4,640
-233
| -5% | -$32.4K | 0.17% | 57 |
|
|
2021
Q2 | $714K | Sell |
4,873
-1
| -0% | -$147 | 0.19% | 55 |
|
|
2021
Q1 | $650 | Buy |
4,874
+41
| +0.8% | +$5 | 0.19% | 56 |
|
|
2020
Q4 | $608K | Sell |
4,833
-24
| -0.5% | -$3.02K | 0.2% | 58 |
|
|
2020
Q3 | $587K | Sell |
4,857
-243
| -5% | -$29.4K | 0.21% | 56 |
|
|
2020
Q2 | $616K | Buy |
5,100
+44
| +0.9% | +$5.32K | 0.24% | 56 |
|
|
2020
Q1 | $561K | Sell |
5,056
-21
| -0.4% | -$2.33K | 0.25% | 56 |
|
|
2019
Q4 | $681K | Buy |
+5,077
| New | +$681K | 0.29% | 63 |
|