BWA
BDO Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.34M | Buy |
24,976
+129
| +0.5% | +$17.3K | 0.38% | 58 |
|
|
2023
Q1 | $3.26M | Sell |
24,847
-3,062
| -11% | -$401K | 0.4% | 52 |
|
|
2022
Q4 | $3.93M | Buy |
27,909
+716
| +3% | +$101K | 0.49% | 36 |
|
|
2022
Q3 | $3.23M | Buy |
27,193
+904
| +3% | +$107K | 0.43% | 44 |
|
|
2022
Q2 | $3.71M | Buy |
26,289
+179
| +0.7% | +$25.3K | 0.46% | 40 |
|
|
2022
Q1 | $3.4M | Buy |
26,110
+1,044
| +4% | +$136K | 0.36% | 51 |
|
|
2021
Q4 | $3.35M | Buy |
25,066
+726
| +3% | +$97K | 0.35% | 53 |
|
|
2021
Q3 | $3.38M | Sell |
24,340
-561
| -2% | -$78K | 0.37% | 49 |
|
|
2021
Q2 | $3.65M | Sell |
24,901
-424
| -2% | -$62.2K | 0.4% | 49 |
|
|
2021
Q1 | $3.38M | Buy |
25,325
+15,821
| +166% | +$2.11M | 0.4% | 50 |
|
|
2020
Q4 | $1.2M | Buy |
9,504
+863
| +10% | +$109K | 0.17% | 92 |
|
|
2020
Q3 | $1.05M | Buy |
8,641
+565
| +7% | +$68.7K | 0.17% | 89 |
|
|
2020
Q2 | $975K | Buy |
8,076
+312
| +4% | +$37.7K | 0.17% | 92 |
|
|
2020
Q1 | $861K | Buy |
7,764
+1,392
| +22% | +$154K | 0.17% | 92 |
|
|
2019
Q4 | $854K | Sell |
6,372
-1,762
| -22% | -$236K | 0.22% | 83 |
|
|
2019
Q3 | $1.18M | Sell |
8,134
-139
| -2% | -$20.2K | 0.3% | 66 |
|
|
2019
Q2 | $1.14M | Buy |
8,273
+1,556
| +23% | +$215K | 0.31% | 67 |
|
|
2019
Q1 | $948K | Buy |
6,717
+984
| +17% | +$139K | 0.28% | 71 |
|
|
2018
Q4 | $652K | Sell |
5,733
-2,816
| -33% | -$320K | 0.22% | 84 |
|
|
2018
Q3 | $1.29M | Buy |
8,549
+4,580
| +115% | +$693K | 0.42% | 50 |
|
|
2018
Q2 | $554K | Buy |
3,969
+564
| +17% | +$78.7K | 0.19% | 89 |
|
|
2018
Q1 | $523K | Buy |
3,405
+825
| +32% | +$127K | 0.2% | 83 |
|
|
2017
Q4 | $396K | Sell |
2,580
-235
| -8% | -$36.1K | 0.18% | 88 |
|
|
2017
Q3 | $408K | Sell |
2,815
-1,851
| -40% | -$268K | 0.2% | 79 |
|
|
2017
Q2 | $718K | Buy |
+4,666
| New | +$718K | 0.31% | 58 |
|