WHC
Wulff, Hansen & Co’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Hold |
1,327
| – | – | 0.33% | 75 |
|
|
2025
Q1 | $330K | Hold |
1,327
| – | – | 0.3% | 78 |
|
|
2024
Q4 | $292K | Hold |
1,327
| – | – | 0.28% | 81 |
|
|
2024
Q3 | $293K | Sell |
1,327
-355
| -21% | -$78.5K | 0.27% | 82 |
|
|
2024
Q2 | $291K | Hold |
1,682
| – | – | 0.29% | 77 |
|
|
2024
Q1 | $321K | Sell |
1,682
-12
| -0.7% | -$2.29K | 0.32% | 69 |
|
|
2023
Q4 | $277K | Hold |
1,694
| – | – | 0.31% | 71 |
|
|
2023
Q3 | $238K | Hold |
1,694
| – | – | 0.28% | 75 |
|
|
2023
Q2 | $227K | Hold |
1,694
| – | – | 0.25% | 75 |
|
|
2023
Q1 | $222K | Hold |
1,694
| – | – | 0.25% | 78 |
|
|
2022
Q4 | $239K | Sell |
1,694
-10
| -0.6% | -$1.41K | 0.29% | 70 |
|
|
2022
Q3 | $202K | Buy |
+1,704
| New | +$202K | 0.25% | 79 |
|