ATWA
Arbor Trust Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
4,296
-18
| -0.4% | -$5.31K | 0.62% | 42 |
|
|
2025
Q1 | $1.07M | Sell |
4,314
-1,767
| -29% | -$439K | 0.5% | 46 |
|
|
2024
Q4 | $1.34M | Buy |
6,081
+1,447
| +31% | +$318K | 0.63% | 42 |
|
|
2024
Q3 | $801K | Hold |
4,634
| – | – | 0.42% | 54 |
|
|
2024
Q2 | $801K | Buy |
4,634
+154
| +3% | +$26.6K | 0.42% | 54 |
|
|
2024
Q1 | $833K | Buy |
4,480
+370
| +9% | +$68.8K | 0.46% | 50 |
|
|
2023
Q4 | $672K | Sell |
4,110
-210
| -5% | -$34.3K | 0.4% | 55 |
|
|
2023
Q3 | $606K | Hold |
4,320
| – | – | 0.4% | 55 |
|
|
2023
Q2 | $578K | Sell |
4,320
-707
| -14% | -$94.6K | 0.37% | 55 |
|
|
2023
Q1 | $659K | Buy |
5,027
+37
| +0.7% | +$4.85K | 0.43% | 50 |
|
|
2022
Q4 | $703K | Sell |
4,990
-4
| -0.1% | -$564 | 0.49% | 46 |
|
|
2022
Q3 | $599K | Buy |
4,994
+150
| +3% | +$18K | 0.46% | 53 |
|
|
2022
Q2 | $684K | Buy |
4,844
+150
| +3% | +$21.2K | 0.48% | 49 |
|
|
2022
Q1 | $610K | Sell |
4,694
-135
| -3% | -$17.5K | 0.37% | 57 |
|
|
2021
Q4 | $645K | Sell |
4,829
-156
| -3% | -$20.8K | 0.37% | 59 |
|
|
2021
Q3 | $693K | Buy |
4,985
+19
| +0.4% | +$2.64K | 0.43% | 54 |
|
|
2021
Q2 | $728K | Buy |
4,966
+115
| +2% | +$16.9K | 0.46% | 52 |
|
|
2021
Q1 | $643K | Sell |
4,851
-20
| -0.4% | -$2.65K | 0.43% | 55 |
|
|
2020
Q4 | $613K | Sell |
4,871
-112
| -2% | -$14.1K | 0.45% | 51 |
|
|
2020
Q3 | $606K | Buy |
4,983
+50
| +1% | +$6.08K | 0.52% | 46 |
|
|
2020
Q2 | $596K | Buy |
4,933
+445
| +10% | +$53.8K | 0.54% | 48 |
|
|
2020
Q1 | $498K | Buy |
4,488
+30
| +0.7% | +$3.33K | 0.53% | 49 |
|
|
2019
Q4 | $598K | Buy |
+4,458
| New | +$598K | 0.51% | 52 |
|