1WA
180 Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Sell |
14,778
-801
| -5% | -$236K | 0.61% | 37 |
|
|
2025
Q1 | $3.87M | Sell |
15,579
-423
| -3% | -$105K | 0.62% | 39 |
|
|
2024
Q4 | $3.52M | Sell |
16,002
-585
| -4% | -$129K | 0.55% | 41 |
|
|
2024
Q3 | $3.67M | Sell |
16,587
-438
| -3% | -$96.8K | 0.58% | 40 |
|
|
2024
Q2 | $3.04M | Sell |
17,025
-133
| -0.8% | -$23.7K | 0.5% | 46 |
|
|
2024
Q1 | $3.28M | Buy |
17,158
+87
| +0.5% | +$16.6K | 0.59% | 42 |
|
|
2023
Q4 | $2.76M | Sell |
17,071
-492
| -3% | -$79.5K | 0.55% | 46 |
|
|
2023
Q3 | $2.46M | Sell |
17,563
-219
| -1% | -$30.7K | 0.55% | 44 |
|
|
2023
Q2 | $2.38M | Sell |
17,782
-561
| -3% | -$75K | 0.52% | 48 |
|
|
2023
Q1 | $2.4M | Buy |
18,343
+144
| +0.8% | +$18.9K | 0.56% | 47 |
|
|
2022
Q4 | $2.45M | Sell |
18,199
-539
| -3% | -$72.5K | 0.58% | 47 |
|
|
2022
Q3 | $2.23M | Buy |
18,738
+307
| +2% | +$36.5K | 0.61% | 43 |
|
|
2022
Q2 | $2.6M | Buy |
18,431
+383
| +2% | +$54K | 0.66% | 38 |
|
|
2022
Q1 | $2.33M | Sell |
18,048
-574
| -3% | -$74.1K | 0.51% | 52 |
|
|
2021
Q4 | $2.41M | Buy |
18,622
+93
| +0.5% | +$12K | 0.54% | 46 |
|
|
2021
Q3 | $2.68M | Buy |
18,529
+109
| +0.6% | +$15.8K | 0.59% | 38 |
|
|
2021
Q2 | $2.6M | Sell |
18,420
-160
| -0.9% | -$22.6K | 0.6% | 36 |
|
|
2021
Q1 | $2.69M | Buy |
18,580
+1,969
| +12% | +$285K | 0.67% | 33 |
|
|
2020
Q4 | $2.14M | Buy |
16,611
+6,595
| +66% | +$851K | 0.62% | 35 |
|
|
2020
Q3 | $1.18M | Buy |
10,016
+705
| +8% | +$82.8K | 0.44% | 63 |
|
|
2020
Q2 | $1.17M | Buy |
9,311
+405
| +5% | +$50.7K | 0.46% | 55 |
|
|
2020
Q1 | $980K | Buy |
8,906
+1,093
| +14% | +$120K | 0.51% | 53 |
|
|
2019
Q4 | $1.07M | Buy |
7,813
+1,083
| +16% | +$148K | 0.43% | 66 |
|
|
2019
Q3 | $961K | Buy |
6,730
+651
| +11% | +$93K | 0.42% | 65 |
|
|
2019
Q2 | $914K | Sell |
6,079
-43
| -0.7% | -$6.47K | 0.41% | 64 |
|
|
2019
Q1 | $843K | Sell |
6,122
-4,575
| -43% | -$630K | 0.38% | 71 |
|
|
2018
Q4 | $1.62M | Sell |
10,697
-205
| -2% | -$31K | 0.76% | 29 |
|
|
2018
Q3 | $1.65M | Buy |
10,902
+128
| +1% | +$19.4K | 0.76% | 29 |
|
|
2018
Q2 | $1.51M | Buy |
10,774
+703
| +7% | +$98.2K | 0.75% | 40 |
|
|
2018
Q1 | $1.55M | Buy |
10,071
+541
| +6% | +$83.3K | 0.8% | 32 |
|
|
2017
Q4 | $1.46M | Buy |
+9,530
| New | +$1.46M | 0.74% | 37 |
|