BWA
Blodgett Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Hold |
1,593
| – | – | 0.37% | 38 |
|
|
2025
Q1 | $396K | Hold |
1,593
| – | – | 0.34% | 38 |
|
|
2024
Q4 | $350K | Sell |
1,593
-25
| -2% | -$5.5K | 0.27% | 41 |
|
|
2024
Q3 | $358K | Hold |
1,618
| – | – | 0.3% | 43 |
|
|
2024
Q2 | $280K | Hold |
1,618
| – | – | 0.24% | 48 |
|
|
2024
Q1 | $309K | Hold |
1,618
| – | – | 0.28% | 45 |
|
|
2023
Q4 | $265K | Sell |
1,618
-150
| -8% | -$24.5K | 0.27% | 48 |
|
|
2023
Q3 | $248K | Sell |
1,768
-50
| -3% | -$7.02K | 0.27% | 49 |
|
|
2023
Q2 | $243K | Sell |
1,818
-100
| -5% | -$13.4K | 0.25% | 51 |
|
|
2023
Q1 | $251K | Hold |
1,918
| – | – | 0.29% | 49 |
|
|
2022
Q4 | $270K | Hold |
1,918
| – | – | 0.33% | 49 |
|
|
2022
Q3 | $228K | Hold |
1,918
| – | – | 0.27% | 54 |
|
|
2022
Q2 | $271K | Hold |
1,918
| – | – | 0.3% | 53 |
|
|
2022
Q1 | $249K | Hold |
1,918
| – | – | 0.21% | 68 |
|
|
2021
Q4 | $256K | Buy |
+1,918
| New | +$256K | 0.2% | 75 |
|