WF
Wayfinding Financial’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Sell |
2,642
-37
| -1% | -$9.31K | 0.3% | 60 |
|
|
2025
Q1 | $666K | Buy |
2,679
+30
| +1% | +$7.46K | 0.29% | 62 |
|
|
2024
Q4 | $582K | Buy |
+2,649
| New | +$582K | 0.31% | 61 |
|
|
2024
Q3 | – | Sell |
-2,497
| Closed | -$431K | – | 72 |
|
|
2024
Q2 | $431K | Sell |
2,497
-10
| -0.4% | -$1.73K | 0.24% | 76 |
|
|
2024
Q1 | $425K | Sell |
2,507
-48
| -2% | -$8.14K | 0.25% | 75 |
|
|
2023
Q4 | $417K | Sell |
2,555
-21
| -0.8% | -$3.43K | 0.28% | 66 |
|
|
2023
Q3 | $362K | Buy |
2,576
+51
| +2% | +$7.17K | 0.27% | 65 |
|
|
2023
Q2 | $362K | Buy |
2,525
+18
| +0.7% | +$2.58K | 0.25% | 65 |
|
|
2023
Q1 | $328K | Sell |
2,507
-51
| -2% | -$6.67K | 0.25% | 67 |
|
|
2022
Q4 | $338K | Buy |
2,558
+166
| +7% | +$21.9K | 0.27% | 62 |
|
|
2022
Q3 | $284K | Sell |
2,392
-339
| -12% | -$40.2K | 0.27% | 59 |
|
|
2022
Q2 | $385K | Buy |
2,731
+157
| +6% | +$22.1K | 0.34% | 52 |
|
|
2022
Q1 | $354K | Buy |
2,574
+16
| +0.6% | +$2.2K | 0.3% | 54 |
|
|
2021
Q4 | $338K | Buy |
+2,558
| New | +$338K | 0.27% | 62 |
|