Western Pacific Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-375
| Closed | -$82.9K | – | 239 |
|
|
2024
Q3 | $82.9K | Hold |
375
| – | – | 0.06% | 138 |
|
|
2024
Q2 | $64.9K | Hold |
375
| – | – | 0.05% | 129 |
|
|
2024
Q1 | $71.6K | Hold |
375
| – | – | 0.05% | 123 |
|
|
2023
Q4 | $61.3K | Buy |
+375
| New | +$61.3K | 0.04% | 127 |
|
|
2023
Q2 | – | Sell |
-251
| Closed | -$32.9K | – | 292 |
|
|
2023
Q1 | $32.9K | Hold |
251
| – | – | 0.03% | 167 |
|
|
2022
Q4 | $35.4K | Buy |
+251
| New | +$35.4K | 0.03% | 148 |
|