BWA
BlueSky Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Hold |
2,863
| – | – | 0.12% | 44 |
|
|
2025
Q1 | $712K | Sell |
2,863
-323
| -10% | -$80.3K | 0.11% | 48 |
|
|
2024
Q4 | $700K | Hold |
3,186
| – | – | 0.11% | 51 |
|
|
2024
Q3 | $704K | Hold |
3,186
| – | – | 0.11% | 50 |
|
|
2024
Q2 | $551K | Buy |
3,186
+590
| +23% | +$102K | 0.09% | 54 |
|
|
2024
Q1 | $496K | Sell |
2,596
-26
| -1% | -$4.97K | 0.39% | 27 |
|
|
2023
Q4 | $429K | Buy |
2,622
+25
| +1% | +$4.09K | 0.08% | 53 |
|
|
2023
Q3 | $364K | Hold |
2,597
| – | – | 0.07% | 55 |
|
|
2023
Q2 | $347K | Buy |
2,597
+721
| +38% | +$96.5K | 0.07% | 55 |
|
|
2023
Q1 | $246K | Buy |
1,876
+21
| +1% | +$2.75K | 0.05% | 61 |
|
|
2022
Q4 | $261K | Sell |
1,855
-72
| -4% | -$10.1K | 0.06% | 59 |
|
|
2022
Q3 | $229K | Buy |
+1,927
| New | +$229K | 0.05% | 61 |
|
|
2021
Q2 | – | Sell |
-1,611
| Closed | -$217K | – | 66 |
|
|
2021
Q1 | $217K | Hold |
1,611
| – | – | 0.05% | 55 |
|
|
2020
Q4 | $203K | Hold |
1,611
| – | – | 0.05% | 49 |
|
|
2020
Q3 | $202K | Sell |
1,611
-138
| -8% | -$17.3K | 0.05% | 51 |
|
|
2020
Q2 | $211K | Buy |
+1,749
| New | +$211K | 0.06% | 49 |
|
|
2020
Q1 | – | Sell |
-1,776
| Closed | -$243K | – | 54 |
|
|
2019
Q4 | $243K | Buy |
1,776
+27
| +2% | +$3.69K | 0.08% | 59 |
|
|
2019
Q3 | $244K | Hold |
1,749
| – | – | 0.08% | 58 |
|
|
2019
Q2 | $241K | Sell |
1,749
-100
| -5% | -$13.8K | 0.09% | 59 |
|
|
2019
Q1 | $263K | Buy |
1,849
+82
| +5% | +$11.7K | 0.1% | 54 |
|
|
2018
Q4 | $235K | Buy |
+1,767
| New | +$235K | 0.09% | 55 |
|