SWP
Summit Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Sell |
1,836
-100
| -5% | -$29.5K | 0.1% | 128 |
|
|
2025
Q1 | $481K | Buy |
1,936
+1
| +0.1% | +$249 | 0.1% | 127 |
|
|
2024
Q4 | $425K | Buy |
1,935
+1
| +0.1% | +$220 | 0.09% | 132 |
|
|
2024
Q3 | $428K | Buy |
1,934
+101
| +6% | +$22.3K | 0.08% | 153 |
|
|
2024
Q2 | $317K | Buy |
1,833
+2
| +0.1% | +$346 | 0.07% | 177 |
|
|
2024
Q1 | $350K | Buy |
1,831
+1
| +0.1% | +$191 | 0.07% | 158 |
|
|
2023
Q4 | $299K | Sell |
1,830
-1,753
| -49% | -$287K | 0.07% | 164 |
|
|
2023
Q3 | $503K | Sell |
3,583
-904
| -20% | -$127K | 0.13% | 108 |
|
|
2023
Q2 | $600K | Hold |
4,487
| – | – | 0.15% | 94 |
|
|
2023
Q1 | $588K | Buy |
4,487
+1,524
| +51% | +$200K | 0.15% | 95 |
|
|
2022
Q4 | $417K | Buy |
2,963
+3
| +0.1% | +$423 | 0.11% | 118 |
|
|
2022
Q3 | $352K | Sell |
2,960
-2,056
| -41% | -$244K | 0.1% | 116 |
|
|
2022
Q2 | $708K | Buy |
5,016
+2,865
| +133% | +$405K | 0.19% | 64 |
|
|
2022
Q1 | $280K | Buy |
2,151
+2
| +0.1% | +$260 | 0.06% | 135 |
|
|
2021
Q4 | $287K | Sell |
2,149
-92
| -4% | -$12.3K | 0.06% | 133 |
|
|
2021
Q3 | $311K | Buy |
2,241
+2
| +0.1% | +$278 | 0.07% | 121 |
|
|
2021
Q2 | $328K | Buy |
2,239
+77
| +4% | +$11.3K | 0.08% | 118 |
|
|
2021
Q1 | $288K | Buy |
2,162
+2
| +0.1% | +$267 | 0.07% | 125 |
|
|
2020
Q4 | $272K | Sell |
2,160
-1
| -0% | -$126 | 0.07% | 120 |
|
|
2020
Q3 | $263K | Buy |
2,161
+52
| +2% | +$6.33K | 0.08% | 127 |
|
|
2020
Q2 | $255K | Buy |
2,109
+2
| +0.1% | +$242 | 0.08% | 122 |
|
|
2020
Q1 | $234K | Sell |
2,107
-333
| -14% | -$36.9K | 0.1% | 99 |
|
|
2019
Q4 | $327K | Buy |
+2,440
| New | +$327K | 0.11% | 87 |
|