AWA
Acorn Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
4,590
-162
| -3% | -$47.8K | 0.5% | 48 |
|
|
2025
Q1 | $1.18M | Buy |
4,752
+28
| +0.6% | +$6.96K | 0.49% | 48 |
|
|
2024
Q4 | $1.04M | Sell |
4,724
-142
| -3% | -$31.2K | 0.43% | 50 |
|
|
2024
Q3 | $1.08M | Sell |
4,866
-240
| -5% | -$53.1K | 0.46% | 43 |
|
|
2024
Q2 | $883K | Sell |
5,106
-251
| -5% | -$43.4K | 0.44% | 49 |
|
|
2024
Q1 | $1.02M | Sell |
5,357
-84
| -2% | -$16K | 0.53% | 42 |
|
|
2023
Q4 | $890K | Sell |
5,441
-279
| -5% | -$45.6K | 0.53% | 41 |
|
|
2023
Q3 | $802K | Sell |
5,720
-183
| -3% | -$25.7K | 0.53% | 42 |
|
|
2023
Q2 | $790K | Buy |
5,903
+130
| +2% | +$17.4K | 0.54% | 41 |
|
|
2023
Q1 | $757K | Buy |
5,773
+373
| +7% | +$48.9K | 0.56% | 41 |
|
|
2022
Q4 | $761K | Sell |
5,400
-2
| -0% | -$282 | 0.58% | 41 |
|
|
2022
Q3 | $642K | Buy |
5,402
+221
| +4% | +$26.3K | 0.53% | 43 |
|
|
2022
Q2 | $732K | Buy |
5,181
+184
| +4% | +$26K | 0.58% | 37 |
|
|
2022
Q1 | $650K | Buy |
4,997
+112
| +2% | +$14.6K | 0.45% | 50 |
|
|
2021
Q4 | $653K | Buy |
4,885
+618
| +14% | +$82.6K | 0.41% | 56 |
|
|
2021
Q3 | $593K | Buy |
4,267
+878
| +26% | +$122K | 0.41% | 57 |
|
|
2021
Q2 | $497K | Buy |
3,389
+388
| +13% | +$56.9K | 0.34% | 71 |
|
|
2021
Q1 | $400K | Buy |
3,001
+382
| +15% | +$50.9K | 0.29% | 83 |
|
|
2020
Q4 | $330K | Buy |
2,619
+381
| +17% | +$48K | 0.26% | 95 |
|
|
2020
Q3 | $272K | Buy |
2,238
+269
| +14% | +$32.7K | 0.24% | 95 |
|
|
2020
Q2 | $238K | Sell |
1,969
-7
| -0.4% | -$846 | 0.22% | 98 |
|
|
2020
Q1 | $223K | Buy |
1,976
+243
| +14% | +$27.4K | 0.25% | 88 |
|
|
2019
Q4 | $232K | Sell |
1,733
-191
| -10% | -$25.6K | 0.2% | 106 |
|
|
2019
Q3 | $259K | Buy |
1,924
+104
| +6% | +$14K | 0.22% | 97 |
|
|
2019
Q2 | $247K | Sell |
1,820
-23
| -1% | -$3.12K | 0.23% | 98 |
|
|
2019
Q1 | $265K | Buy |
1,843
+4
| +0.2% | +$575 | 0.24% | 99 |
|
|
2018
Q4 | $221K | Buy |
1,839
+5
| +0.3% | +$601 | 0.23% | 98 |
|
|
2018
Q3 | $214K | Sell |
1,834
-9
| -0.5% | -$1.05K | 0.21% | 108 |
|
|
2018
Q2 | $258K | Buy |
1,843
+16
| +0.9% | +$2.24K | 0.22% | 93 |
|
|
2018
Q1 | $268K | Buy |
1,827
+3
| +0.2% | +$440 | 0.23% | 87 |
|
|
2017
Q4 | $299K | Buy |
+1,824
| New | +$299K | 0.27% | 72 |
|