SPWG
Syntegra Private Wealth Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
4,928
-557
| -10% | -$164K | 0.15% | 49 |
|
|
2025
Q1 | $1.36M | Buy |
5,485
+28
| +0.5% | +$6.96K | 0.16% | 46 |
|
|
2024
Q4 | $1.2M | Sell |
5,457
-194
| -3% | -$42.6K | 0.14% | 47 |
|
|
2024
Q3 | $1.25M | Sell |
5,651
-175
| -3% | -$38.7K | 0.14% | 45 |
|
|
2024
Q2 | $1.01M | Buy |
5,826
+1,365
| +31% | +$236K | 0.13% | 52 |
|
|
2024
Q1 | $852K | Hold |
4,461
| – | – | 0.11% | 53 |
|
|
2023
Q4 | $730K | Buy |
4,461
+70
| +2% | +$11.4K | 0.1% | 52 |
|
|
2023
Q3 | $616K | Buy |
4,391
+837
| +24% | +$117K | 0.1% | 56 |
|
|
2023
Q2 | $476K | Buy |
3,554
+340
| +11% | +$45.5K | 0.07% | 69 |
|
|
2023
Q1 | $421K | Hold |
3,214
| – | – | 0.08% | 75 |
|
|
2022
Q4 | $453K | Buy |
+3,214
| New | +$453K | 0.09% | 60 |
|