AWAU
Alliance Wealth Advisors (Utah)’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Buy |
14,376
+393
| +3% | +$116K | 1.02% | 24 |
|
|
2025
Q1 | $3.48M | Sell |
13,983
-1,444
| -9% | -$359K | 0.91% | 37 |
|
|
2024
Q4 | $3.39M | Buy |
15,427
+281
| +2% | +$61.8K | 0.88% | 35 |
|
|
2024
Q3 | $3.35M | Buy |
15,146
+913
| +6% | +$202K | 0.88% | 42 |
|
|
2024
Q2 | $2.46M | Buy |
14,233
+99
| +0.7% | +$17.1K | 0.72% | 47 |
|
|
2024
Q1 | $2.7M | Sell |
14,134
-253
| -2% | -$48.3K | 0.8% | 43 |
|
|
2023
Q4 | $2.35M | Sell |
14,387
-204
| -1% | -$33.4K | 0.79% | 42 |
|
|
2023
Q3 | $2.05M | Buy |
14,591
+478
| +3% | +$67.1K | 0.76% | 41 |
|
|
2023
Q2 | $1.89M | Buy |
14,113
+449
| +3% | +$60.1K | 0.7% | 50 |
|
|
2023
Q1 | $1.79M | Buy |
13,664
+603
| +5% | +$79K | 0.72% | 44 |
|
|
2022
Q4 | $1.84M | Buy |
+13,061
| New | +$1.84M | 0.83% | 38 |
|