WCWM
Willow Creek Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
1,277
+8
| +0.6% | +$2.36K | 0.03% | 117 |
|
|
2025
Q1 | $316K | Buy |
1,269
+4
| +0.3% | +$995 | 0.03% | 120 |
|
|
2024
Q4 | $278K | Sell |
1,265
-48
| -4% | -$10.6K | 0.03% | 129 |
|
|
2024
Q3 | $290K | Hold |
1,313
| – | – | 0.03% | 132 |
|
|
2024
Q2 | $227K | Buy |
1,313
+21
| +2% | +$3.63K | 0.03% | 142 |
|
|
2024
Q1 | $247K | Hold |
1,292
| – | – | 0.03% | 135 |
|
|
2023
Q4 | $211K | Buy |
+1,292
| New | +$211K | 0.03% | 142 |
|
|
2022
Q3 | – | Sell |
-1,450
| Closed | -$205K | – | 127 |
|
|
2022
Q2 | $205K | Buy |
+1,450
| New | +$205K | 0.04% | 118 |
|