WR Wealth Planners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $356K | Buy |
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|
2024
Q3 | $355K | Sell |
|
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $314K | Buy |
|
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|
2023
Q4 | $265K | Sell |
|
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|
2023
Q3 | $230K | Buy |
|
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|
2023
Q2 | $181K | Buy |
|
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|
2023
Q1 | $80.3K | Buy |
|
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|
2022
Q4 | $75.6K | Buy |
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|
2022
Q3 | $63.2K | Buy |
|
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|
2022
Q2 | $73.6K | Sell |
|
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|
2022
Q1 | $76.5K | Buy |
|