WAS
Winch Advisory Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3K | Buy |
86
+1
| +1% | +$294 | 0.01% | 214 |
|
|
2025
Q1 | $21.2K | Sell |
85
-36
| -30% | -$8.98K | 0.01% | 222 |
|
|
2024
Q4 | $26.6K | Buy |
121
+41
| +51% | +$9K | 0.01% | 205 |
|
|
2024
Q3 | $17.8K | Hold |
80
| – | – | ﹤0.01% | 222 |
|
|
2024
Q2 | $13.8K | Buy |
80
+1
| +1% | +$173 | ﹤0.01% | 232 |
|
|
2024
Q1 | $15.1K | Hold |
79
| – | – | ﹤0.01% | 227 |
|
|
2023
Q4 | $12.9K | Buy |
79
+1
| +1% | +$163 | ﹤0.01% | 237 |
|
|
2023
Q3 | $11K | Hold |
78
| – | – | ﹤0.01% | 246 |
|
|
2023
Q2 | $10K | Buy |
78
+1
| +1% | +$128 | ﹤0.01% | 256 |
|
|
2023
Q1 | $10K | Buy |
77
+1
| +1% | +$130 | ﹤0.01% | 255 |
|
|
2022
Q4 | $11K | Buy |
76
+1
| +1% | +$145 | ﹤0.01% | 231 |
|
|
2022
Q3 | $9K | Hold |
75
| – | – | ﹤0.01% | 230 |
|
|
2022
Q2 | $11K | Buy |
75
+57
| +317% | +$8.36K | ﹤0.01% | 223 |
|
|
2022
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 382 |
|
|
2021
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 402 |
|
|
2021
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 381 |
|
|
2021
Q2 | $3K | Sell |
18
-18
| -50% | -$3K | ﹤0.01% | 385 |
|
|
2021
Q1 | $5K | Buy |
36
+18
| +100% | +$2.5K | ﹤0.01% | 305 |
|
|
2020
Q4 | $2K | Sell |
18
-22
| -55% | -$2.44K | ﹤0.01% | 367 |
|
|
2020
Q3 | $5K | Buy |
40
+22
| +122% | +$2.75K | ﹤0.01% | 259 |
|
|
2020
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 326 |
|
|
2020
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 283 |
|
|
2019
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 317 |
|
|
2019
Q2 | – | Sell |
-37
| Closed | -$5K | – | 452 |
|
|
2019
Q1 | $5K | Buy |
37
+25
| +208% | +$3.38K | ﹤0.01% | 245 |
|
|
2018
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 325 |
|
|
2018
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 279 |
|
|
2018
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 287 |
|
|
2018
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 268 |
|
|
2017
Q4 | $2K | Sell |
12
-22
| -65% | -$3.67K | ﹤0.01% | 261 |
|
|
2017
Q3 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 205 |
|
|
2017
Q2 | – | Sell |
-12
| Closed | -$2K | – | 309 |
|
|
2017
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 248 |
|
|
2016
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 230 |
|
|
2016
Q3 | – | Sell |
-740
| Closed | -$112K | – | 280 |
|
|
2016
Q2 | $112K | Buy |
+740
| New | +$112K | 0.14% | 51 |
|
|
2015
Q4 | – | Sell |
-91
| Closed | -$13K | – | 270 |
|
|
2015
Q3 | $13K | Buy |
91
+1
| +1% | +$143 | 0.02% | 102 |
|
|
2015
Q2 | $15K | Buy |
+90
| New | +$15K | 0.01% | 151 |
|
|
2014
Q2 | – | Sell |
-22,296
| Closed | -$4.29M | – | 274 |
|
|
2014
Q1 | $4.29M | Buy |
+22,296
| New | +$4.29M | 2.72% | 11 |
|