Tower Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Buy |
2,632
+129
| +5% | +$38K | 0.46% | 25 |
|
|
2025
Q1 | $622K | Buy |
2,503
+127
| +5% | +$31.6K | 0.33% | 28 |
|
|
2024
Q4 | $522K | Buy |
2,376
+45
| +2% | +$9.89K | 0.27% | 33 |
|
|
2024
Q3 | $515K | Buy |
2,331
+300
| +15% | +$66.3K | 0.3% | 29 |
|
|
2024
Q2 | $351K | Sell |
2,031
-10
| -0.5% | -$1.73K | 0.22% | 42 |
|
|
2024
Q1 | $390K | Buy |
2,041
+421
| +26% | +$80.4K | 0.25% | 40 |
|
|
2023
Q4 | $265K | Buy |
+1,620
| New | +$265K | 0.19% | 48 |
|