Waterway Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-930
| Closed | -$204K | – | 84 |
|
|
2024
Q4 | $204K | Buy |
930
+3
| +0.3% | +$659 | 0.09% | 74 |
|
|
2024
Q3 | $205K | Sell |
927
-2,148
| -70% | -$475K | 0.09% | 71 |
|
|
2024
Q2 | $532K | Buy |
3,075
+215
| +8% | +$37.2K | 0.26% | 37 |
|
|
2024
Q1 | $546K | Buy |
2,860
+222
| +8% | +$42.4K | 0.24% | 33 |
|
|
2023
Q4 | $431K | Buy |
+2,638
| New | +$431K | 0.18% | 41 |
|