AWA
Amplius Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Buy |
2,630
+35
| +1% | +$10.3K | 0.07% | 93 |
|
|
2025
Q1 | $645K | Sell |
2,595
-163
| -6% | -$40.5K | 0.07% | 98 |
|
|
2024
Q4 | $606K | Sell |
2,758
-238
| -8% | -$52.3K | 0.06% | 94 |
|
|
2024
Q3 | $662K | Buy |
2,996
+1
| +0% | +$221 | 0.07% | 83 |
|
|
2024
Q2 | $518K | Sell |
2,995
-1,349
| -31% | -$233K | 0.06% | 98 |
|
|
2024
Q1 | $829K | Buy |
4,344
+2
| +0% | +$382 | 0.09% | 77 |
|
|
2023
Q4 | $710K | Buy |
4,342
+46
| +1% | +$7.52K | 0.09% | 79 |
|
|
2023
Q3 | $603K | Buy |
4,296
+23
| +0.5% | +$3.23K | 0.08% | 87 |
|
|
2023
Q2 | $572K | Sell |
4,273
-95
| -2% | -$12.7K | 0.08% | 89 |
|
|
2023
Q1 | $573K | Sell |
4,368
-129
| -3% | -$16.9K | 0.08% | 86 |
|
|
2022
Q4 | $634K | Sell |
4,497
-67
| -1% | -$9.44K | 0.1% | 79 |
|
|
2022
Q3 | $542K | Buy |
4,564
+33
| +0.7% | +$3.92K | 0.1% | 78 |
|
|
2022
Q2 | $639K | Buy |
4,531
+692
| +18% | +$97.6K | 0.1% | 76 |
|
|
2022
Q1 | $499K | Buy |
3,839
+330
| +9% | +$42.9K | 0.08% | 102 |
|
|
2021
Q4 | $469K | Buy |
+3,509
| New | +$469K | 0.06% | 114 |
|