SWMG LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
1,272
-152
| -11% | -$40K | 0.11% | 91 |
|
|
2025
Q1 | $331K | Buy |
1,424
+169
| +13% | +$39.3K | 0.13% | 93 |
|
|
2024
Q4 | $280K | Buy |
1,255
+8
| +0.6% | +$1.79K | 0.11% | 97 |
|
|
2024
Q3 | $263K | Buy |
1,247
+11
| +0.9% | +$2.32K | 0.11% | 101 |
|
|
2024
Q2 | $214K | Sell |
1,236
-196
| -14% | -$33.9K | 0.1% | 93 |
|
|
2024
Q1 | $273K | Buy |
+1,432
| New | +$273K | 0.12% | 88 |
|