WCG
Weaver Consulting Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
2,499
+3
| +0.1% | +$884 | 0.2% | 93 |
|
|
2025
Q1 | $621K | Hold |
2,496
| – | – | 0.19% | 96 |
|
|
2024
Q4 | $549K | Hold |
2,496
| – | – | 0.17% | 108 |
|
|
2024
Q3 | $552K | Sell |
2,496
-215
| -8% | -$47.5K | 0.18% | 104 |
|
|
2024
Q2 | $469K | Sell |
2,711
-100
| -4% | -$17.3K | 0.16% | 111 |
|
|
2024
Q1 | $537K | Hold |
2,811
| – | – | 0.2% | 93 |
|
|
2023
Q4 | $460K | Sell |
2,811
-100
| -3% | -$16.4K | 0.19% | 99 |
|
|
2023
Q3 | $408K | Buy |
2,911
+150
| +5% | +$21K | 0.18% | 102 |
|
|
2023
Q2 | $369K | Buy |
2,761
+21
| +0.8% | +$2.81K | 0.16% | 113 |
|
|
2023
Q1 | $359K | Sell |
2,740
-550
| -17% | -$72.1K | 0.16% | 116 |
|
|
2022
Q4 | $464K | Buy |
3,290
+1,605
| +95% | +$226K | 0.24% | 80 |
|
|
2022
Q3 | $200K | Buy |
+1,685
| New | +$200K | 0.11% | 160 |
|
|
2020
Q4 | – | Sell |
-948
| Closed | -$110K | – | 472 |
|
|
2020
Q3 | $110K | Sell |
948
-523
| -36% | -$60.7K | 0.06% | 183 |
|
|
2020
Q2 | $170K | Buy |
1,471
+429
| +41% | +$49.6K | 0.1% | 140 |
|
|
2020
Q1 | $111K | Hold |
1,042
| – | – | 0.07% | 154 |
|
|
2019
Q4 | $145K | Hold |
1,042
| – | – | 0.08% | 136 |
|
|
2019
Q3 | $149K | Hold |
1,042
| – | – | 0.08% | 127 |
|
|
2019
Q2 | $137K | Hold |
1,042
| – | – | 0.07% | 127 |
|
|
2019
Q1 | $134K | Buy |
+1,042
| New | +$134K | 0.04% | 269 |
|