WMG Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Buy |
2,865
+100
| +4% | +$29.5K | 0.31% | 49 |
|
|
2025
Q1 | $688K | Sell |
2,765
-236
| -8% | -$58.7K | 0.29% | 54 |
|
|
2024
Q4 | $660K | Buy |
3,001
+2
| +0.1% | +$440 | 0.28% | 58 |
|
|
2024
Q3 | $663K | Buy |
2,999
+56
| +2% | +$12.4K | 0.3% | 50 |
|
|
2024
Q2 | $509K | Buy |
2,943
+216
| +8% | +$37.4K | 0.27% | 61 |
|
|
2024
Q1 | $521K | Buy |
2,727
+109
| +4% | +$20.8K | 0.3% | 59 |
|
|
2023
Q4 | $428K | Sell |
2,618
-604
| -19% | -$98.8K | 0.28% | 67 |
|
|
2023
Q3 | $452K | Sell |
3,222
-138
| -4% | -$19.4K | 0.38% | 54 |
|
|
2023
Q2 | $450K | Sell |
3,360
-55
| -2% | -$7.36K | 0.33% | 63 |
|
|
2023
Q1 | $460K | Buy |
3,415
+105
| +3% | +$14.1K | 0.38% | 58 |
|
|
2022
Q4 | $466K | Sell |
3,310
-500
| -13% | -$70.4K | 0.4% | 64 |
|
|
2022
Q3 | $451K | Buy |
3,810
+7
| +0.2% | +$829 | 0.41% | 65 |
|
|
2022
Q2 | $534K | Buy |
3,803
+62
| +2% | +$8.71K | 0.46% | 59 |
|
|
2022
Q1 | $486K | Buy |
3,741
+95
| +3% | +$12.3K | 0.36% | 70 |
|
|
2021
Q4 | $487K | Buy |
+3,646
| New | +$487K | 0.38% | 67 |
|