APWA
Atlas Private Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
2,050
+66
| +3% | +$19.5K | 0.08% | 110 |
|
|
2025
Q1 | $494K | Buy |
1,984
+277
| +16% | +$68.9K | 0.07% | 111 |
|
|
2024
Q4 | $375K | Buy |
1,707
+13
| +0.8% | +$2.86K | 0.05% | 117 |
|
|
2024
Q3 | $375K | Buy |
1,694
+11
| +0.7% | +$2.43K | 0.05% | 108 |
|
|
2024
Q2 | $291K | Buy |
+1,683
| New | +$291K | 0.05% | 122 |
|
|
2024
Q1 | – | Sell |
-1,652
| Closed | -$270K | – | 134 |
|
|
2023
Q4 | $270K | Sell |
1,652
-1,271
| -43% | -$208K | 0.05% | 129 |
|
|
2023
Q3 | $410K | Buy |
2,923
+175
| +6% | +$24.6K | 0.08% | 118 |
|
|
2023
Q2 | $368K | Buy |
+2,748
| New | +$368K | 0.07% | 131 |
|
|
2021
Q4 | – | Sell |
-1,300
| Closed | -$181K | – | 401 |
|
|
2021
Q3 | $181K | Hold |
1,300
| – | – | 0.09% | 136 |
|
|
2021
Q2 | $191K | Buy |
1,300
+150
| +13% | +$22K | 0.1% | 118 |
|
|
2021
Q1 | $153K | Buy |
1,150
+705
| +158% | +$93.8K | 0.09% | 123 |
|
|
2020
Q4 | $56K | Hold |
445
| – | – | 0.04% | 206 |
|
|
2020
Q3 | $54K | Hold |
445
| – | – | 0.05% | 196 |
|
|
2020
Q2 | $54K | Buy |
+445
| New | +$54K | 0.05% | 195 |
|