WG
Wealth Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Buy |
2,559
+54
| +2% | +$15.9K | 0.75% | 37 |
|
|
2025
Q1 | $623K | Sell |
2,505
-714
| -22% | -$178K | 0.4% | 58 |
|
|
2024
Q4 | $708K | Buy |
3,219
+714
| +29% | +$157K | 0.46% | 51 |
|
|
2024
Q3 | $554K | Sell |
2,505
-705
| -22% | -$156K | 0.37% | 63 |
|
|
2024
Q2 | $555K | Sell |
3,210
-98
| -3% | -$16.9K | 0.4% | 57 |
|
|
2024
Q1 | $632K | Buy |
+3,308
| New | +$632K | 0.48% | 51 |
|