UWPG
Ullmann Wealth Partners Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
6,009
+181
| +3% | +$53.4K | 0.21% | 50 |
|
|
2025
Q1 | $1.45M | Buy |
5,828
+36
| +0.6% | +$8.95K | 0.19% | 48 |
|
|
2024
Q4 | $1.27M | Buy |
5,792
+255
| +5% | +$56.1K | 0.16% | 49 |
|
|
2024
Q3 | $1.22M | Buy |
5,537
+2,553
| +86% | +$564K | 0.16% | 50 |
|
|
2024
Q2 | $516K | Buy |
2,984
+166
| +6% | +$28.7K | 0.07% | 74 |
|
|
2024
Q1 | $538K | Buy |
2,818
+120
| +4% | +$22.9K | 0.08% | 67 |
|
|
2023
Q4 | $441K | Buy |
2,698
+19
| +0.7% | +$3.11K | 0.07% | 71 |
|
|
2023
Q3 | $376K | Buy |
2,679
+338
| +14% | +$47.4K | 0.07% | 73 |
|
|
2023
Q2 | $313K | Sell |
2,341
-6
| -0.3% | -$803 | 0.06% | 79 |
|
|
2023
Q1 | $308K | Sell |
2,347
-256
| -10% | -$33.6K | 0.07% | 69 |
|
|
2022
Q4 | $367K | Sell |
2,603
-211
| -7% | -$29.7K | 0.09% | 55 |
|
|
2022
Q3 | $334K | Buy |
+2,814
| New | +$334K | 0.09% | 56 |
|
|
2018
Q1 | – | Sell |
-1,997
| Closed | -$326K | – | 53 |
|
|
2017
Q4 | $326K | Buy |
+1,997
| New | +$326K | 0.22% | 39 |
|
|
2017
Q3 | – | Sell |
-2,386
| Closed | -$367K | – | 80 |
|
|
2017
Q2 | $367K | Buy |
2,386
+349
| +17% | +$53.7K | 0.26% | 42 |
|
|
2017
Q1 | $354K | Buy |
+2,037
| New | +$354K | 0.29% | 37 |
|