AWM
Avior Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
6,154
+2
| +0% | +$560 | 0.06% | 197 |
|
|
2025
Q1 | $1.47M | Sell |
6,152
-2,024
| -25% | -$483K | 0.06% | 209 |
|
|
2024
Q4 | $1.76M | Buy |
8,176
+114
| +1% | +$24.5K | 0.06% | 189 |
|
|
2024
Q3 | $1.74M | Sell |
8,062
-9
| -0.1% | -$1.94K | 0.07% | 183 |
|
|
2024
Q2 | $1.39M | Sell |
8,071
-1,718
| -18% | -$295K | 0.06% | 211 |
|
|
2024
Q1 | $1.85M | Buy |
9,789
+2,572
| +36% | +$485K | 0.09% | 170 |
|
|
2023
Q4 | $1.18M | Sell |
7,217
-1,877
| -21% | -$306K | 0.07% | 180 |
|
|
2023
Q3 | $1.29M | Sell |
9,094
-1,773
| -16% | -$251K | 0.09% | 157 |
|
|
2023
Q2 | $1.47M | Sell |
10,867
-208
| -2% | -$28.2K | 0.1% | 149 |
|
|
2023
Q1 | $1.47M | Buy |
11,075
+911
| +9% | +$121K | 0.1% | 152 |
|
|
2022
Q4 | $1.44M | Sell |
10,164
-622
| -6% | -$88.4K | 0.11% | 142 |
|
|
2022
Q3 | $1.31M | Buy |
10,786
+4,275
| +66% | +$518K | 0.11% | 139 |
|
|
2022
Q2 | $931K | Sell |
6,511
-495
| -7% | -$70.8K | 0.09% | 153 |
|
|
2022
Q1 | $930K | Buy |
7,006
+618
| +10% | +$82K | 0.08% | 175 |
|
|
2021
Q4 | $870K | Buy |
6,388
+2,802
| +78% | +$382K | 0.07% | 223 |
|
|
2021
Q3 | $511K | Buy |
3,586
+296
| +9% | +$42.2K | 0.04% | 312 |
|
|
2021
Q2 | $490K | Sell |
3,290
-43
| -1% | -$6.4K | 0.05% | 301 |
|
|
2021
Q1 | $461K | Buy |
3,333
+4
| +0.1% | +$553 | 0.05% | 306 |
|
|
2020
Q4 | $441K | Sell |
3,329
-172
| -5% | -$22.8K | 0.05% | 296 |
|
|
2020
Q3 | $451K | Buy |
3,501
+12
| +0.3% | +$1.55K | 0.06% | 255 |
|
|
2020
Q2 | $447K | Buy |
3,489
+203
| +6% | +$26K | 0.07% | 255 |
|
|
2020
Q1 | $397K | Sell |
3,286
-86
| -3% | -$10.4K | 0.08% | 229 |
|
|
2019
Q4 | $470K | Buy |
3,372
+102
| +3% | +$14.2K | 0.08% | 237 |
|
|
2019
Q3 | $485K | Buy |
3,270
+19
| +0.6% | +$2.82K | 0.09% | 222 |
|
|
2019
Q2 | $464K | Buy |
3,251
+1,600
| +97% | +$228K | 0.08% | 220 |
|
|
2019
Q1 | $245K | Sell |
1,651
-1,500
| -48% | -$223K | 0.05% | 313 |
|
|
2018
Q4 | $391K | Buy |
3,151
+1,396
| +80% | +$173K | 0.09% | 207 |
|
|
2018
Q3 | $271K | Buy |
1,755
+1
| +0.1% | +$154 | 0.06% | 285 |
|
|
2018
Q2 | $259K | Sell |
1,754
-11
| -0.6% | -$1.62K | 0.06% | 271 |
|
|
2018
Q1 | $275K | Sell |
1,765
-298
| -14% | -$46.4K | 0.06% | 241 |
|
|
2017
Q4 | $321K | Buy |
2,063
+22
| +1% | +$3.42K | 0.07% | 233 |
|
|
2017
Q3 | $306K | Sell |
2,041
-348
| -15% | -$52.2K | 0.1% | 121 |
|
|
2017
Q2 | $371K | Sell |
2,389
-6,619
| -73% | -$1.03M | 0.15% | 99 |
|
|
2017
Q1 | $1.56M | Sell |
9,008
-322
| -3% | -$55.7K | 0.52% | 63 |
|
|
2016
Q4 | $1.54M | Sell |
9,330
-58
| -0.6% | -$9.6K | 0.58% | 54 |
|
|
2016
Q3 | $1.49M | Buy |
9,388
+782
| +9% | +$124K | 0.58% | 49 |
|
|
2016
Q2 | $1.3M | Buy |
8,606
+231
| +3% | +$34.8K | 0.55% | 54 |
|
|
2016
Q1 | $1.27M | Buy |
8,375
+276
| +3% | +$41.8K | 0.56% | 55 |
|
|
2015
Q4 | $1.12M | Buy |
8,099
+386
| +5% | +$53.1K | 0.61% | 48 |
|
|
2015
Q3 | $1.12M | Buy |
7,713
+6,564
| +571% | +$952K | 0.66% | 40 |
|
|
2015
Q2 | $187K | Buy |
1,149
+578
| +101% | +$94.1K | 0.15% | 66 |
|
|
2015
Q1 | $92K | Buy |
571
+114
| +25% | +$18.4K | 0.07% | 101 |
|
|
2014
Q4 | $73K | Sell |
457
-44
| -9% | -$7.03K | 0.06% | 116 |
|
|
2014
Q3 | $95K | Hold |
501
| – | – | 0.08% | 98 |
|
|
2014
Q2 | $91K | Buy |
501
+90
| +22% | +$16.3K | 0.08% | 96 |
|
|
2014
Q1 | $79K | Buy |
+411
| New | +$79K | 0.07% | 99 |
|