WLPWM
Walled Lake Planning & Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
4,579
+498
| +12% | +$147K | 0.44% | 41 |
|
|
2025
Q1 | $1.01M | Buy |
4,081
+18
| +0.4% | +$4.48K | 0.36% | 45 |
|
|
2024
Q4 | $893K | Buy |
4,063
+19
| +0.5% | +$4.18K | 0.33% | 45 |
|
|
2024
Q3 | $894K | Buy |
4,044
+210
| +5% | +$46.4K | 0.34% | 43 |
|
|
2024
Q2 | $663K | Buy |
3,834
+24
| +0.6% | +$4.15K | 0.27% | 47 |
|
|
2024
Q1 | $728K | Buy |
3,810
+10
| +0.3% | +$1.91K | 0.3% | 42 |
|
|
2023
Q4 | $622K | Buy |
3,800
+276
| +8% | +$45.1K | 0.29% | 42 |
|
|
2023
Q3 | $494K | Buy |
3,524
+24
| +0.7% | +$3.37K | 0.25% | 43 |
|
|
2023
Q2 | $468K | Buy |
3,500
+101
| +3% | +$13.5K | 0.23% | 44 |
|
|
2023
Q1 | $446K | Buy |
+3,399
| New | +$446K | 0.23% | 47 |
|
|
2022
Q4 | – | Sell |
-3,516
| Closed | -$418K | – | 67 |
|
|
2022
Q3 | $418K | Buy |
3,516
+27
| +0.8% | +$3.21K | 0.29% | 42 |
|
|
2022
Q2 | $493K | Sell |
3,489
-87
| -2% | -$12.3K | 0.34% | 40 |
|
|
2022
Q1 | $465K | Sell |
3,576
-647
| -15% | -$84.1K | 0.28% | 46 |
|
|
2021
Q4 | $564K | Sell |
4,223
-1,166
| -22% | -$156K | 0.33% | 43 |
|
|
2021
Q3 | $749K | Sell |
5,389
-197
| -4% | -$27.4K | 0.46% | 37 |
|
|
2021
Q2 | $819K | Sell |
5,586
-222
| -4% | -$32.5K | 0.53% | 34 |
|
|
2021
Q1 | $774K | Sell |
5,808
-748
| -11% | -$99.7K | 0.54% | 34 |
|
|
2020
Q4 | $825K | Sell |
6,556
-2,077
| -24% | -$261K | 0.63% | 33 |
|
|
2020
Q3 | $1.05M | Buy |
8,633
+501
| +6% | +$60.9K | 0.85% | 31 |
|
|
2020
Q2 | $982K | Buy |
8,132
+219
| +3% | +$26.4K | 0.82% | 30 |
|
|
2020
Q1 | $878K | Sell |
7,913
-620
| -7% | -$68.8K | 0.8% | 30 |
|
|
2019
Q4 | $1.14M | Buy |
+8,533
| New | +$1.14M | 0.83% | 27 |
|