AWP
Abacus Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
1,443
-12
| -0.8% | -$3.54K | 0.06% | 64 |
|
|
2025
Q1 | $362K | Buy |
1,455
+121
| +9% | +$30.1K | 0.05% | 58 |
|
|
2024
Q4 | $293K | Buy |
1,334
+1
| +0.1% | +$220 | 0.04% | 63 |
|
|
2024
Q3 | $295K | Sell |
1,333
-22
| -2% | -$4.86K | 0.04% | 68 |
|
|
2024
Q2 | $234K | Buy |
1,355
+48
| +4% | +$8.3K | 0.04% | 72 |
|
|
2024
Q1 | $250K | Sell |
1,307
-233
| -15% | -$44.5K | 0.04% | 78 |
|
|
2023
Q4 | $252K | Buy |
1,540
+17
| +1% | +$2.78K | 0.04% | 66 |
|
|
2023
Q3 | $214K | Sell |
1,523
-3,243
| -68% | -$455K | 0.07% | 68 |
|
|
2023
Q2 | $638K | Sell |
4,766
-355
| -7% | -$47.5K | 0.19% | 34 |
|
|
2023
Q1 | $633K | Buy |
5,121
+3,522
| +220% | +$435K | 0.21% | 36 |
|
|
2022
Q4 | $225K | Buy |
+1,599
| New | +$225K | 0.08% | 70 |
|
|
2022
Q3 | – | Sell |
-2,141
| Closed | -$302K | – | 81 |
|
|
2022
Q2 | $302K | Buy |
2,141
+14
| +0.7% | +$1.98K | 0.16% | 54 |
|
|
2022
Q1 | $277K | Sell |
2,127
-108
| -5% | -$14K | 0.12% | 64 |
|
|
2021
Q4 | $299K | Sell |
2,235
-329
| -13% | -$44K | 0.11% | 78 |
|
|
2021
Q3 | $356K | Sell |
2,564
-448
| -15% | -$62.2K | 0.13% | 61 |
|
|
2021
Q2 | $441K | Sell |
3,012
-538
| -15% | -$78.9K | 0.17% | 45 |
|
|
2021
Q1 | $473K | Buy |
3,550
+179
| +5% | +$23.9K | 0.34% | 43 |
|
|
2020
Q4 | $424K | Buy |
+3,371
| New | +$424K | 0.37% | 42 |
|