Walled Lake Planning & Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $893K | Buy |
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|
2024
Q3 | $894K | Buy |
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|
2024
Q2 | $663K | Buy |
|
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|
2024
Q1 | $728K | Buy |
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|
2023
Q4 | $622K | Buy |
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|
2023
Q3 | $494K | Buy |
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|
2023
Q2 | $468K | Buy |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $418K | Buy |
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|
2022
Q2 | $493K | Sell |
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|
2022
Q1 | $465K | Sell |
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|
2021
Q4 | $564K | Sell |
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|
2021
Q3 | $749K | Sell |
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|
2021
Q2 | $819K | Sell |
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|
2021
Q1 | $774K | Sell |
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|
2020
Q4 | $825K | Sell |
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|
2020
Q3 | $1.05M | Buy |
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|
2020
Q2 | $982K | Buy |
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|
2020
Q1 | $878K | Sell |
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|
2019
Q4 | $1.14M | Buy |
|