AWA
Aaron Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
8,312
-388
| -4% | -$114K | 0.25% | 58 |
|
|
2025
Q1 | $2.16M | Buy |
8,700
+280
| +3% | +$69.6K | 0.25% | 61 |
|
|
2024
Q4 | $1.85M | Buy |
8,420
+600
| +8% | +$132K | 0.21% | 69 |
|
|
2024
Q3 | $1.73M | Buy |
7,820
+222
| +3% | +$49.1K | 0.21% | 67 |
|
|
2024
Q2 | $1.31M | Sell |
7,598
-352
| -4% | -$60.9K | 0.18% | 76 |
|
|
2024
Q1 | $1.52M | Sell |
7,950
-4,258
| -35% | -$813K | 0.22% | 68 |
|
|
2023
Q4 | $2M | Sell |
12,208
-295,619
| -96% | -$48.3M | 0.33% | 41 |
|
|
2023
Q3 | $43.2M | Buy |
307,827
+142,886
| +87% | +$20M | 5.57% | 5 |
|
|
2023
Q2 | $22.1M | Buy |
164,941
+34,999
| +27% | +$4.68M | 2.87% | 7 |
|
|
2023
Q1 | $17M | Sell |
129,942
-17,800
| -12% | -$2.33M | 2.34% | 9 |
|
|
2022
Q4 | $20.8M | Buy |
147,742
+2,632
| +2% | +$371K | 3.04% | 7 |
|
|
2022
Q3 | $17.2M | Buy |
145,110
+118,649
| +448% | +$14.1M | 3.18% | 7 |
|
|
2022
Q2 | $3.74M | Sell |
26,461
-3,331,045
| -99% | -$470M | 0.94% | 27 |
|
|
2022
Q1 | $25.8M | Buy |
3,357,506
+3,331,899
| +13,012% | +$25.6M | 0.36% | 33 |
|
|
2021
Q4 | $3.42M | Buy |
25,607
+1,013
| +4% | +$135K | 0.96% | 26 |
|
|
2021
Q3 | $3.42M | Sell |
24,594
-290
| -1% | -$40.3K | 0.96% | 24 |
|
|
2021
Q2 | $3.65M | Buy |
24,884
+822
| +3% | +$120K | 1.2% | 21 |
|
|
2021
Q1 | $3.21M | Sell |
24,062
-8,615
| -26% | -$1.15M | 1.18% | 22 |
|
|
2020
Q4 | $4.11M | Buy |
+32,677
| New | +$4.11M | 1.51% | 20 |
|