WIM
Westside Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
1,081
+162
| +18% | +$47.7K | 0.06% | 205 |
|
|
2025
Q1 | $229K | Hold |
919
| – | – | 0.05% | 221 |
|
|
2024
Q4 | $202K | Hold |
919
| – | – | 0.04% | 227 |
|
|
2024
Q3 | $188K | Buy |
919
+100
| +12% | +$20.5K | 0.04% | 246 |
|
|
2024
Q2 | $147K | Buy |
819
+81
| +11% | +$14.5K | 0.03% | 260 |
|
|
2024
Q1 | $141K | Hold |
738
| – | – | 0.03% | 258 |
|
|
2023
Q4 | $121K | Hold |
738
| – | – | 0.03% | 257 |
|
|
2023
Q3 | $104K | Hold |
738
| – | – | 0.03% | 268 |
|
|
2023
Q2 | $98.8K | Hold |
738
| – | – | 0.03% | 274 |
|
|
2023
Q1 | $99.7K | Hold |
738
| – | – | 0.03% | 273 |
|
|
2022
Q4 | $42.3K | Sell |
738
-65
| -8% | -$3.73K | 0.1% | 134 |
|
|
2022
Q3 | $35.7K | Hold |
803
| – | – | 0.09% | 148 |
|
|
2022
Q2 | $42.4K | Hold |
803
| – | – | 0.1% | 137 |
|
|
2022
Q1 | $39.1K | Sell |
803
-174
| -18% | -$8.47K | 0.09% | 139 |
|
|
2021
Q4 | $40.2K | Sell |
977
-47
| -5% | -$1.93K | 0.09% | 136 |
|
|
2021
Q3 | $41.8K | Sell |
1,024
-215
| -17% | -$8.77K | 0.1% | 133 |
|
|
2021
Q2 | $44.1K | Buy |
1,239
+30
| +2% | +$1.07K | 0.1% | 127 |
|
|
2021
Q1 | $40.1K | Sell |
1,209
-364
| -23% | -$12.1K | 0.11% | 123 |
|
|
2020
Q4 | $50.5K | Buy |
1,573
+40
| +3% | +$1.28K | 0.14% | 99 |
|
|
2020
Q3 | $48.8K | Buy |
1,533
+208
| +16% | +$6.62K | 0.02% | 92 |
|
|
2020
Q2 | $48.4K | Hold |
1,325
| – | – | 0.03% | 75 |
|
|
2020
Q1 | $44.5K | Buy |
+1,325
| New | +$44.5K | 0.03% | 89 |
|
|
2019
Q2 | $57.8K | Buy |
+1,855
| New | +$57.8K | 0.13% | 37 |
|
|
2018
Q4 | $302K | Buy |
2,630
+386
| +17% | +$44.4K | 0.11% | 123 |
|
|
2018
Q3 | $335K | Buy |
2,244
+250
| +13% | +$37.3K | 0.11% | 111 |
|
|
2018
Q2 | $281K | Buy |
1,994
+394
| +25% | +$55.5K | 0.1% | 130 |
|
|
2018
Q1 | $240K | Hold |
1,600
| – | – | 0.13% | 142 |
|
|
2017
Q4 | $262K | Sell |
1,600
-9
| -0.6% | -$1.47K | 0.14% | 137 |
|
|
2017
Q3 | $237K | Buy |
1,609
+14
| +0.9% | +$2.06K | 0.14% | 130 |
|
|
2017
Q2 | $245K | Sell |
1,595
-385
| -19% | -$59.1K | 0.16% | 120 |
|
|
2017
Q1 | $342K | Buy |
1,980
+400
| +25% | +$69.2K | 0.16% | 93 |
|
|
2016
Q4 | $265K | Buy |
+1,580
| New | +$265K | 0.18% | 79 |
|