WF
WoodTrust Financial’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Hold |
6,434
| – | – | 0.24% | 61 |
|
|
2025
Q1 | $1.6M | Hold |
6,434
| – | – | 0.22% | 63 |
|
|
2024
Q4 | $1.41M | Buy |
6,434
+510
| +9% | +$112K | 0.2% | 72 |
|
|
2024
Q3 | $1.31M | Sell |
5,924
-265
| -4% | -$58.6K | 0.19% | 74 |
|
|
2024
Q2 | $1.07M | Hold |
6,189
| – | – | 0.17% | 82 |
|
|
2024
Q1 | $1.18K | Buy |
6,189
+453
| +8% | +$87 | 0.19% | 82 |
|
|
2023
Q4 | $938K | Hold |
5,736
| – | – | 0.16% | 83 |
|
|
2023
Q3 | $805K | Buy |
5,736
+265
| +5% | +$37.2K | 0.15% | 84 |
|
|
2023
Q2 | $732K | Sell |
5,471
-4,072
| -43% | -$545K | 0.14% | 92 |
|
|
2023
Q1 | $1.25M | Hold |
9,543
| – | – | 0.24% | 69 |
|
|
2022
Q4 | $1.34M | Hold |
9,543
| – | – | 0.28% | 62 |
|
|
2022
Q3 | $1.13M | Sell |
9,543
-3,000
| -24% | -$356K | 0.26% | 65 |
|
|
2022
Q2 | $1.77M | Buy |
12,543
+10,187
| +432% | +$1.44M | 0.4% | 45 |
|
|
2022
Q1 | $306K | Buy |
2,356
+350
| +17% | +$45.5K | 0.06% | 121 |
|
|
2021
Q4 | $268K | Buy |
+2,006
| New | +$268K | 0.06% | 119 |
|
|
2020
Q3 | – | Sell |
-1,850
| Closed | -$223K | – | 109 |
|
|
2020
Q2 | $223K | Buy |
+1,850
| New | +$223K | 0.09% | 79 |
|