WDG
Wealth Dimensions Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
4,264
+131
| +3% | +$38.6K | 0.28% | 45 |
|
|
2025
Q1 | $1.03M | Buy |
4,133
+161
| +4% | +$40K | 0.25% | 52 |
|
|
2024
Q4 | $873K | Buy |
3,972
+40
| +1% | +$8.79K | 0.21% | 61 |
|
|
2024
Q3 | $869K | Sell |
3,932
-33
| -0.8% | -$7.3K | 0.22% | 56 |
|
|
2024
Q2 | $686K | Sell |
3,965
-259
| -6% | -$44.8K | 0.2% | 64 |
|
|
2024
Q1 | $807K | Hold |
4,224
| – | – | 0.24% | 52 |
|
|
2023
Q4 | $691K | Sell |
4,224
-194
| -4% | -$31.7K | 0.22% | 58 |
|
|
2023
Q3 | $620K | Buy |
4,418
+176
| +4% | +$24.7K | 0.22% | 60 |
|
|
2023
Q2 | $568K | Sell |
4,242
-111
| -3% | -$14.9K | 0.21% | 71 |
|
|
2023
Q1 | $571K | Buy |
4,353
+694
| +19% | +$91K | 0.22% | 62 |
|
|
2022
Q4 | $516K | Sell |
3,659
-194
| -5% | -$27.3K | 0.21% | 68 |
|
|
2022
Q3 | $458K | Buy |
3,853
+68
| +2% | +$8.08K | 0.23% | 59 |
|
|
2022
Q2 | $534K | Buy |
3,785
+3
| +0.1% | +$423 | 0.25% | 58 |
|
|
2022
Q1 | $492K | Buy |
3,782
+30
| +0.8% | +$3.9K | 0.23% | 72 |
|
|
2021
Q4 | $501K | Buy |
3,752
+30
| +0.8% | +$4.01K | 0.25% | 73 |
|
|
2021
Q3 | $517K | Hold |
3,722
| – | – | 0.33% | 62 |
|
|
2021
Q2 | $546K | Hold |
3,722
| – | – | 0.37% | 54 |
|
|
2021
Q1 | $496K | Hold |
3,722
| – | – | 0.39% | 59 |
|
|
2020
Q4 | $469K | Buy |
+3,722
| New | +$469K | 0.41% | 51 |
|