AWE
Avidian Wealth Enterprises’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
8,060
-289
| -3% | -$85.2K | 0.1% | 106 |
|
|
2025
Q1 | $2.08M | Buy |
8,349
+544
| +7% | +$135K | 0.09% | 120 |
|
|
2024
Q4 | $1.72M | Buy |
7,805
+179
| +2% | +$39.3K | 0.08% | 134 |
|
|
2024
Q3 | $1.69M | Buy |
7,626
+620
| +9% | +$137K | 0.08% | 139 |
|
|
2024
Q2 | $1.21M | Sell |
7,006
-473
| -6% | -$81.8K | 0.05% | 153 |
|
|
2024
Q1 | $1.43M | Sell |
7,479
-858
| -10% | -$164K | 0.07% | 127 |
|
|
2023
Q4 | $1.36M | Buy |
8,337
+30
| +0.4% | +$4.91K | 0.08% | 132 |
|
|
2023
Q3 | $1.17M | Sell |
8,307
-1,961
| -19% | -$275K | 0.08% | 145 |
|
|
2023
Q2 | $1.37M | Sell |
10,268
-6,439
| -39% | -$862K | 0.09% | 149 |
|
|
2023
Q1 | $2.19M | Buy |
16,707
+382
| +2% | +$50.1K | 0.12% | 133 |
|
|
2022
Q4 | $2.3M | Buy |
16,325
+2,040
| +14% | +$287K | 0.15% | 115 |
|
|
2022
Q3 | $1.7M | Sell |
14,285
-101
| -0.7% | -$12K | 0.12% | 111 |
|
|
2022
Q2 | $2.03M | Buy |
14,386
+1,152
| +9% | +$163K | 0.14% | 110 |
|
|
2022
Q1 | $1.72M | Buy |
13,234
+165
| +1% | +$21.5K | 0.11% | 124 |
|
|
2021
Q4 | $1.75M | Buy |
13,069
+2,810
| +27% | +$376K | 0.11% | 126 |
|
|
2021
Q3 | $1.43M | Buy |
10,259
+1,108
| +12% | +$154K | 0.11% | 104 |
|
|
2021
Q2 | $1.34M | Sell |
9,151
-1,184
| -11% | -$174K | 0.1% | 110 |
|
|
2021
Q1 | $1.38M | Buy |
10,335
+152
| +1% | +$20.3K | 0.12% | 101 |
|
|
2020
Q4 | $1.28M | Buy |
10,183
+341
| +3% | +$42.9K | 0.12% | 99 |
|
|
2020
Q3 | $1.2M | Buy |
9,842
+1,113
| +13% | +$135K | 0.14% | 95 |
|
|
2020
Q2 | $1.05M | Buy |
8,729
+1,091
| +14% | +$132K | 0.14% | 88 |
|
|
2020
Q1 | $847K | Buy |
7,638
+5,118
| +203% | +$568K | 0.14% | 81 |
|
|
2019
Q4 | $338K | Buy |
2,520
+26
| +1% | +$3.49K | 0.05% | 163 |
|
|
2019
Q3 | $363K | Buy |
2,494
+469
| +23% | +$68.3K | 0.06% | 127 |
|
|
2019
Q2 | $279K | Buy |
2,025
+21
| +1% | +$2.89K | 0.07% | 116 |
|
|
2019
Q1 | $283K | Buy |
+2,004
| New | +$283K | 0.06% | 98 |
|