WIM
Warwick Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
3,419
-23
| -0.7% | -$6.78K | 0.2% | 51 |
|
|
2025
Q1 | $856K | Buy |
3,442
+260
| +8% | +$64.7K | 0.18% | 48 |
|
|
2024
Q4 | $700K | Buy |
3,182
+12
| +0.4% | +$2.64K | 0.14% | 54 |
|
|
2024
Q3 | $701K | Sell |
3,170
-26
| -0.8% | -$5.75K | 0.17% | 42 |
|
|
2024
Q2 | $553K | Buy |
3,196
+34
| +1% | +$5.88K | 0.13% | 56 |
|
|
2024
Q1 | $604K | Buy |
3,162
+271
| +9% | +$51.7K | 0.14% | 52 |
|
|
2023
Q4 | $473K | Buy |
2,891
+245
| +9% | +$40.1K | 0.14% | 48 |
|
|
2023
Q3 | $371K | Buy |
2,646
+1
| +0% | +$140 | 0.14% | 47 |
|
|
2023
Q2 | $354K | Buy |
2,645
+1
| +0% | +$134 | 0.14% | 45 |
|
|
2023
Q1 | $347K | Buy |
2,644
+2
| +0.1% | +$262 | 0.15% | 42 |
|
|
2022
Q4 | $372K | Buy |
2,642
+1
| +0% | +$141 | 0.15% | 65 |
|
|
2022
Q3 | $314K | Buy |
2,641
+2
| +0.1% | +$238 | 0.19% | 31 |
|
|
2022
Q2 | $373K | Buy |
2,639
+2
| +0.1% | +$283 | 0.18% | 37 |
|
|
2022
Q1 | $343K | Buy |
2,637
+1
| +0% | +$130 | 0.15% | 37 |
|
|
2021
Q4 | $352K | Buy |
+2,636
| New | +$352K | 0.18% | 35 |
|