BRWA
B. Riley Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
+38,998
| New | +$11.5M | 0.54% | 30 |
|
|
2024
Q4 | $17.6M | Sell |
80,271
-2,374
| -3% | -$522K | 0.58% | 24 |
|
|
2024
Q3 | $18.3M | Sell |
82,645
-13,212
| -14% | -$2.93M | 0.51% | 31 |
|
|
2024
Q2 | $16.6M | Buy |
95,857
+970
| +1% | +$168K | 0.42% | 38 |
|
|
2024
Q1 | $13.3M | Buy |
94,887
+11,497
| +14% | +$1.61M | 0.36% | 56 |
|
|
2023
Q4 | $13.6M | Sell |
83,390
-11,497
| -12% | -$1.88M | 0.37% | 46 |
|
|
2023
Q3 | $13.3M | Sell |
94,887
-2,374
| -2% | -$333K | 0.36% | 56 |
|
|
2023
Q2 | $13M | Buy |
97,261
+507
| +0.5% | +$67.8K | 0.29% | 72 |
|
|
2023
Q1 | $12.7M | Buy |
96,754
+1,364
| +1% | +$179K | 0.34% | 61 |
|
|
2022
Q4 | $13.4M | Sell |
95,390
-82
| -0.1% | -$11.6K | 0.38% | 58 |
|
|
2022
Q3 | $11.3M | Buy |
95,472
+16,780
| +21% | +$1.99M | 0.34% | 65 |
|
|
2022
Q2 | $11.1M | Buy |
78,692
+459
| +0.6% | +$64.8K | 0.47% | 41 |
|
|
2022
Q1 | $10.2M | Sell |
78,233
-4,008
| -5% | -$521K | 0.33% | 59 |
|
|
2021
Q4 | $11M | Buy |
82,241
+3,380
| +4% | +$452K | 0.32% | 67 |
|
|
2021
Q3 | $11M | Sell |
78,861
-1,213
| -2% | -$169K | 0.35% | 57 |
|
|
2021
Q2 | $11.7M | Buy |
80,074
+4,935
| +7% | +$723K | 0.38% | 53 |
|
|
2021
Q1 | $10M | Buy |
75,139
+29,194
| +64% | +$3.89M | 0.35% | 54 |
|
|
2020
Q4 | $5.78M | Sell |
45,945
-6,656
| -13% | -$838K | 0.31% | 76 |
|
|
2020
Q3 | $6.4M | Buy |
52,601
+18,359
| +54% | +$2.23M | 0.34% | 72 |
|
|
2020
Q2 | $4.14M | Buy |
34,242
+4,945
| +17% | +$597K | 0.28% | 92 |
|
|
2020
Q1 | $3.25M | Buy |
29,297
+14,430
| +97% | +$1.6M | 0.28% | 86 |
|
|
2019
Q4 | $1.99M | Sell |
14,867
-445
| -3% | -$59.7K | 0.17% | 138 |
|
|
2019
Q3 | $2.23M | Buy |
15,312
+3,438
| +29% | +$500K | 0.22% | 98 |
|
|
2019
Q2 | $1.64M | Buy |
11,874
+3,052
| +35% | +$421K | 0.18% | 116 |
|
|
2019
Q1 | $1.25M | Buy |
8,822
+560
| +7% | +$79.1K | 0.16% | 150 |
|
|
2018
Q4 | $941K | Sell |
8,262
-1,458
| -15% | -$166K | 0.13% | 163 |
|
|
2018
Q3 | $1.47M | Sell |
9,720
-218
| -2% | -$33K | 0.18% | 136 |
|
|
2018
Q2 | $1.39M | Buy |
9,938
+1,109
| +13% | +$155K | 0.18% | 136 |
|
|
2018
Q1 | $1.36M | Buy |
8,829
+1,863
| +27% | +$286K | 0.19% | 129 |
|
|
2017
Q4 | $1.07M | Sell |
6,966
-733
| -10% | -$113K | 0.14% | 169 |
|
|
2017
Q3 | $1.12M | Sell |
7,699
-1,583
| -17% | -$230K | 0.19% | 132 |
|
|
2017
Q2 | $1.43M | Buy |
9,282
+660
| +8% | +$102K | 0.26% | 110 |
|
|
2017
Q1 | $1.5M | Sell |
8,622
-4,830
| -36% | -$843K | 0.3% | 93 |
|
|
2016
Q4 | $2.23M | Sell |
13,452
-2,436
| -15% | -$405K | 0.45% | 50 |
|
|
2016
Q3 | $2.53M | Sell |
15,888
-4,776
| -23% | -$760K | 0.5% | 40 |
|
|
2016
Q2 | $3.14M | Buy |
20,664
+949
| +5% | +$144K | 0.63% | 31 |
|
|
2016
Q1 | $2.99M | Buy |
19,715
+253
| +1% | +$38.3K | 0.69% | 28 |
|
|
2015
Q4 | $2.68M | Buy |
19,462
+10,158
| +109% | +$1.4M | 0.54% | 39 |
|
|
2015
Q3 | $1.35M | Buy |
9,304
+2,760
| +42% | +$400K | 0.32% | 72 |
|
|
2015
Q2 | $1.07M | Sell |
6,544
-2,025
| -24% | -$330K | 0.26% | 97 |
|
|
2015
Q1 | $1.38M | Sell |
8,569
-4,582
| -35% | -$736K | 0.34% | 69 |
|
|
2014
Q4 | $12.3K | Buy |
13,151
+5,407
| +70% | +$5.04K | 0.26% | 74 |
|
|
2014
Q3 | $1.69M | Sell |
7,744
-10,772
| -58% | -$2.36M | 0.44% | 41 |
|
|
2014
Q2 | $2.31M | Buy |
18,516
+12,568
| +211% | +$1.57M | 0.54% | 26 |
|
|
2014
Q1 | $1.15M | Buy |
5,948
+288
| +5% | +$55.4K | 0.35% | 60 |
|
|
2013
Q4 | $1.06M | Buy |
5,660
+631
| +13% | +$118K | 0.34% | 69 |
|
|
2013
Q3 | $931K | Buy |
5,029
+271
| +6% | +$50.2K | 0.32% | 70 |
|
|
2013
Q2 | $909K | Buy |
+4,758
| New | +$909K | 0.31% | 66 |
|