WOSD
WFA of San Diego’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Buy |
+2,441
| New | +$720K | 0.53% | 42 |
|
|
2024
Q3 | $516K | Hold |
2,333
| – | – | 0.44% | 48 |
|
|
2024
Q2 | $403K | Buy |
+2,333
| New | +$403K | 0.36% | 57 |
|
|
2023
Q3 | $93.4K | Hold |
666
| – | – | 0.1% | 117 |
|
|
2023
Q2 | $89.1K | Buy |
+666
| New | +$89.1K | 0.09% | 125 |
|
|
2023
Q1 | – | Sell |
-1,069
| Closed | -$151K | – | 217 |
|
|
2022
Q4 | $151K | Buy |
+1,069
| New | +$151K | 0.12% | 106 |
|
|
2022
Q3 | – | Sell |
-724
| Closed | -$102K | – | 212 |
|
|
2022
Q2 | $102K | Buy |
+724
| New | +$102K | 0.09% | 115 |
|
|
2022
Q1 | – | Sell |
-1,570
| Closed | -$210K | – | 117 |
|
|
2021
Q4 | $210K | Buy |
1,570
+410
| +35% | +$54.8K | 0.12% | 112 |
|
|
2021
Q3 | $161K | Buy |
+1,160
| New | +$161K | 0.11% | 113 |
|
|
2020
Q3 | – | Sell |
-3,602
| Closed | -$501K | – | 151 |
|
|
2020
Q2 | $501K | Buy |
+3,602
| New | +$501K | 0.12% | 156 |
|