WR Wealth Planners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $356K | Buy |
1,618
+14
| +0.9% | +$3.08K | 0.11% | 115 |
|
|
2024
Q3 | $355K | Sell |
1,604
-38
| -2% | -$8.4K | 0.1% | 129 |
|
|
2024
Q2 | $284K | Sell |
1,642
-3
| -0.2% | -$519 | 0.09% | 138 |
|
|
2024
Q1 | $314K | Buy |
1,645
+24
| +1% | +$4.58K | 0.1% | 132 |
|
|
2023
Q4 | $265K | Sell |
1,621
-19
| -1% | -$3.11K | 0.1% | 151 |
|
|
2023
Q3 | $230K | Buy |
1,640
+284
| +21% | +$39.8K | 0.09% | 153 |
|
|
2023
Q2 | $181K | Buy |
1,356
+744
| +122% | +$99.5K | 0.07% | 179 |
|
|
2023
Q1 | $80.3K | Buy |
612
+75
| +14% | +$9.84K | 0.03% | 266 |
|
|
2022
Q4 | $75.6K | Buy |
537
+5
| +0.9% | +$704 | 0.05% | 150 |
|
|
2022
Q3 | $63.2K | Buy |
532
+10
| +2% | +$1.19K | 0.04% | 151 |
|
|
2022
Q2 | $73.6K | Sell |
522
-66
| -11% | -$9.31K | 0.05% | 146 |
|
|
2022
Q1 | $76.5K | Buy |
+588
| New | +$76.5K | 0.05% | 147 |
|