WA
Wealthstream Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Sell |
1,454
-1,433
| -50% | -$422K | 0.07% | 90 |
|
|
2025
Q1 | $718K | Buy |
2,887
+64
| +2% | +$15.9K | 0.13% | 58 |
|
|
2024
Q4 | $620K | Buy |
2,823
+304
| +12% | +$66.8K | 0.11% | 69 |
|
|
2024
Q3 | $557K | Buy |
2,519
+290
| +13% | +$64.1K | 0.1% | 74 |
|
|
2024
Q2 | $385K | Sell |
2,229
-22
| -1% | -$3.8K | 0.14% | 81 |
|
|
2024
Q1 | $430K | Buy |
2,251
+1,020
| +83% | +$195K | 0.16% | 78 |
|
|
2023
Q4 | $201K | Sell |
1,231
-728
| -37% | -$119K | 0.08% | 138 |
|
|
2023
Q3 | $275K | Buy |
1,959
+30
| +2% | +$4.21K | 0.14% | 82 |
|
|
2023
Q2 | $258K | Buy |
1,929
+118
| +7% | +$15.8K | 0.14% | 81 |
|
|
2023
Q1 | $237K | Sell |
1,811
-162
| -8% | -$21.2K | 0.14% | 68 |
|
|
2022
Q4 | $278K | Sell |
1,973
-16
| -0.8% | -$2.25K | 0.18% | 57 |
|
|
2022
Q3 | $236K | Buy |
1,989
+234
| +13% | +$27.8K | 0.25% | 57 |
|
|
2022
Q2 | $248K | Sell |
1,755
-611
| -26% | -$86.3K | 0.25% | 56 |
|
|
2022
Q1 | $308K | Buy |
2,366
+143
| +6% | +$18.6K | 0.27% | 50 |
|
|
2021
Q4 | $297K | Buy |
+2,223
| New | +$297K | 0.25% | 49 |
|