WWM
Wagner Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Buy |
11,535
+235
| +2% | +$69.3K | 0.78% | 26 |
|
|
2025
Q1 | $2.81M | Buy |
11,300
+110
| +1% | +$27.4K | 0.7% | 25 |
|
|
2024
Q4 | $2.46M | Buy |
11,190
+389
| +4% | +$85.5K | 0.63% | 26 |
|
|
2024
Q3 | $2.39M | Sell |
10,801
-2,161
| -17% | -$478K | 0.64% | 28 |
|
|
2024
Q2 | $2.24M | Sell |
12,962
-3,098
| -19% | -$536K | 0.67% | 29 |
|
|
2024
Q1 | $3.07M | Sell |
16,060
-5,614
| -26% | -$1.07M | 0.93% | 26 |
|
|
2023
Q4 | $3.54M | Sell |
21,674
-701
| -3% | -$115K | 1.19% | 18 |
|
|
2023
Q3 | $3.14M | Buy |
22,375
+311
| +1% | +$43.6K | 1.15% | 19 |
|
|
2023
Q2 | $2.95M | Sell |
22,064
-1,428
| -6% | -$191K | 1.13% | 21 |
|
|
2023
Q1 | $3.08M | Sell |
23,492
-8,367
| -26% | -$1.1M | 1.4% | 17 |
|
|
2022
Q4 | $4.49M | Buy |
31,859
+2,761
| +9% | +$389K | 2.78% | 7 |
|
|
2022
Q3 | $3.46M | Buy |
29,098
+1,411
| +5% | +$168K | 2.56% | 8 |
|
|
2022
Q2 | $3.91M | Buy |
27,687
+8,058
| +41% | +$1.14M | 3.11% | 6 |
|
|
2022
Q1 | $2.55M | Buy |
19,629
+88
| +0.5% | +$11.4K | 1.78% | 12 |
|
|
2021
Q4 | $2.61M | Buy |
19,541
+2,019
| +12% | +$270K | 2% | 9 |
|
|
2021
Q3 | $2.19M | Buy |
17,522
+810
| +5% | +$101K | 1.75% | 11 |
|
|
2021
Q2 | $2.45M | Buy |
16,712
+4,847
| +41% | +$711K | 1.76% | 12 |
|
|
2021
Q1 | $1.58M | Buy |
11,865
+5,295
| +81% | +$706K | 1.24% | 18 |
|
|
2020
Q4 | $827K | Buy |
+6,570
| New | +$827K | 0.79% | 38 |
|
|
2018
Q3 | $679K | Buy |
4,489
+1,348
| +43% | +$204K | 0.45% | 61 |
|
|
2018
Q2 | $439K | Sell |
3,141
-50
| -2% | -$6.99K | 0.32% | 73 |
|
|
2018
Q1 | $490K | Buy |
3,191
+382
| +14% | +$58.7K | 0.37% | 61 |
|
|
2017
Q4 | $461K | Buy |
+2,809
| New | +$461K | 0.34% | 67 |
|