WE
Wealth Effects’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
12,677
+985
| +8% | +$290K | 1.4% | 12 |
|
|
2025
Q1 | $2.91M | Sell |
11,692
-1,550
| -12% | -$385K | 1.22% | 12 |
|
|
2024
Q4 | $2.91M | Sell |
13,242
-1,469
| -10% | -$323K | 1.03% | 14 |
|
|
2024
Q3 | $3.25M | Buy |
14,711
+700
| +5% | +$155K | 1.14% | 13 |
|
|
2024
Q2 | $2.42M | Sell |
14,011
-135
| -1% | -$23.3K | 0.88% | 16 |
|
|
2024
Q1 | $2.7M | Buy |
14,146
+1,954
| +16% | +$373K | 1% | 14 |
|
|
2023
Q4 | $1.99M | Buy |
12,192
+3,065
| +34% | +$501K | 0.75% | 20 |
|
|
2023
Q3 | $1.28M | Sell |
9,127
-1,071
| -11% | -$150K | 0.63% | 35 |
|
|
2023
Q2 | $1.36M | Sell |
10,198
-649
| -6% | -$86.8K | 0.6% | 37 |
|
|
2023
Q1 | $1.42M | Buy |
10,847
+1,146
| +12% | +$150K | 0.73% | 32 |
|
|
2022
Q4 | $1.37M | Buy |
9,701
+210
| +2% | +$29.6K | 0.78% | 33 |
|
|
2022
Q3 | $1.13M | Sell |
9,491
-298
| -3% | -$35.4K | 0.69% | 33 |
|
|
2022
Q2 | $1.38M | Buy |
9,789
+725
| +8% | +$102K | 0.83% | 28 |
|
|
2022
Q1 | $1.18M | Buy |
9,064
+2,309
| +34% | +$300K | 0.55% | 44 |
|
|
2021
Q4 | $903K | Buy |
+6,755
| New | +$903K | 0.37% | 59 |
|