AWAG
ARS Wealth Advisors Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
39,996
-608
| -1% | -$179K | 1.36% | 24 |
|
|
2025
Q1 | $10.1M | Sell |
40,604
-678
| -2% | -$169K | 1.43% | 24 |
|
|
2024
Q4 | $9.08M | Sell |
41,282
-708
| -2% | -$156K | 1.25% | 24 |
|
|
2024
Q3 | $9.28M | Sell |
41,990
-471
| -1% | -$104K | 1.14% | 26 |
|
|
2024
Q2 | $7.34M | Sell |
42,461
-814
| -2% | -$141K | 0.95% | 28 |
|
|
2024
Q1 | $8.26M | Sell |
43,275
-3,886
| -8% | -$742K | 1.12% | 28 |
|
|
2023
Q4 | $7.71M | Sell |
47,161
-7,922
| -14% | -$1.3M | 1.14% | 30 |
|
|
2023
Q3 | $7.73M | Buy |
55,083
+197
| +0.4% | +$27.6K | 1.27% | 32 |
|
|
2023
Q2 | $7.34M | Buy |
54,886
+2,028
| +4% | +$271K | 1.17% | 33 |
|
|
2023
Q1 | $6.93M | Buy |
52,858
+15,825
| +43% | +$2.07M | 1.28% | 34 |
|
|
2022
Q4 | $5.22M | Buy |
37,033
+34,796
| +1,555% | +$4.9M | 0.86% | 44 |
|
|
2022
Q3 | $266K | Sell |
2,237
-34,603
| -94% | -$4.11M | 0.04% | 124 |
|
|
2022
Q2 | $5.2M | Buy |
+36,840
| New | +$5.2M | 0.71% | 48 |
|
|
2021
Q4 | – | Sell |
-1,442
| Closed | -$200K | – | 145 |
|
|
2021
Q3 | $200K | Buy |
+1,442
| New | +$200K | 0.04% | 132 |
|