WAM
Walker Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
1,178
+2
| +0.2% | +$590 | 0.2% | 88 |
|
|
2025
Q1 | $293K | Buy |
1,176
+1
| +0.1% | +$249 | 0.18% | 102 |
|
|
2024
Q4 | $258K | Buy |
1,175
+2
| +0.2% | +$440 | 0.16% | 114 |
|
|
2024
Q3 | $259K | Buy |
1,173
+2
| +0.2% | +$442 | 0.16% | 115 |
|
|
2024
Q2 | $202K | Hold |
1,171
| – | – | 0.14% | 128 |
|
|
2024
Q1 | $224K | Buy |
+1,171
| New | +$224K | 0.15% | 123 |
|