AWMG
Alliance Wealth Management Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Hold |
2,078
| – | – | 0.16% | 56 |
|
|
2025
Q1 | $517K | Hold |
2,078
| – | – | 0.14% | 58 |
|
|
2024
Q4 | $457K | Hold |
2,078
| – | – | 0.12% | 59 |
|
|
2024
Q3 | $459K | Buy |
2,078
+1
| +0% | +$221 | 0.12% | 59 |
|
|
2024
Q2 | $359K | Hold |
2,077
| – | – | 0.1% | 64 |
|
|
2024
Q1 | $397K | Buy |
2,077
+672
| +48% | +$128K | 0.12% | 60 |
|
|
2023
Q4 | $230K | Buy |
+1,405
| New | +$230K | 0.07% | 71 |
|
|
2023
Q1 | – | Sell |
-1,463
| Closed | -$206K | – | 75 |
|
|
2022
Q4 | $206K | Buy |
+1,463
| New | +$206K | 0.08% | 70 |
|
|
2022
Q3 | – | Sell |
-1,470
| Closed | -$208K | – | 68 |
|
|
2022
Q2 | $208K | Buy |
+1,470
| New | +$208K | 0.08% | 69 |
|
|
2021
Q3 | – | Sell |
-1,430
| Closed | -$210K | – | 73 |
|
|
2021
Q2 | $210K | Buy |
+1,430
| New | +$210K | 0.07% | 68 |
|
|
2019
Q4 | – | Sell |
-1,426
| Closed | -$207K | – | 60 |
|
|
2019
Q3 | $207K | Sell |
1,426
-85
| -6% | -$12.3K | 0.1% | 54 |
|
|
2019
Q2 | $208K | Sell |
1,511
-47
| -3% | -$6.47K | 0.1% | 55 |
|
|
2019
Q1 | $220K | Buy |
+1,558
| New | +$220K | 0.12% | 51 |
|
|
2018
Q4 | – | Sell |
-1,600
| Closed | -$242K | – | 54 |
|
|
2018
Q3 | $242K | Buy |
1,600
+127
| +9% | +$19.2K | 0.13% | 50 |
|
|
2018
Q2 | $206K | Sell |
1,473
-599
| -29% | -$83.8K | 0.12% | 57 |
|
|
2018
Q1 | $318K | Buy |
2,072
+716
| +53% | +$110K | 0.15% | 55 |
|
|
2017
Q4 | $207K | Sell |
1,356
-1,356
| -50% | -$207K | 0.1% | 69 |
|
|
2017
Q3 | $390K | Buy |
2,712
+1,356
| +100% | +$195K | 0.1% | 64 |
|
|
2017
Q2 | $207K | Hold |
1,356
| – | – | 0.12% | 63 |
|
|
2017
Q1 | $217K | Sell |
1,356
-540
| -28% | -$86.4K | 0.13% | 63 |
|
|
2016
Q4 | $315K | Hold |
1,896
| – | – | 0.23% | 28 |
|
|
2016
Q3 | $303K | Hold |
1,896
| – | – | 0.21% | 22 |
|
|
2016
Q2 | $289K | Sell |
1,896
-212
| -10% | -$32.3K | 0.2% | 19 |
|
|
2016
Q1 | $320K | Buy |
2,108
+1
| +0% | +$152 | 0.27% | 16 |
|
|
2015
Q4 | $290K | Buy |
+2,107
| New | +$290K | 0.28% | 24 |
|