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Westmount Partners’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.66M Buy
19,190
+68
+0.4% +$20K 1.55% 14
2025
Q1
$4.75M Sell
19,122
-293
-2% -$72.9K 1.45% 14
2024
Q4
$4.27M Sell
19,415
-38
-0.2% -$8.35K 1.3% 16
2024
Q3
$4.3M Sell
19,453
-304
-2% -$67.2K 1.29% 16
2024
Q2
$3.46M Sell
19,757
-1
-0% -$175 1.14% 17
2024
Q1
$3.77M Buy
19,758
+72
+0.4% +$13.7K 1.36% 16
2023
Q4
$3.22M Sell
19,686
-702
-3% -$115K 1.31% 14
2023
Q3
$2.86M Sell
20,388
-372
-2% -$52.2K 1.26% 16
2023
Q2
$2.78M Buy
20,760
+944
+5% +$126K 1.21% 18
2023
Q1
$2.6M Buy
19,816
+53
+0.3% +$6.95K 1.2% 18
2022
Q4
$2.78M Buy
+19,763
New +$2.78M 1.45% 12