BWA
Burt Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
5,688
-347
| -6% | -$102K | 0.38% | 33 |
|
|
2025
Q1 | $1.5M | Buy |
6,035
+114
| +2% | +$28.3K | 0.38% | 30 |
|
|
2024
Q4 | $1.3M | Sell |
5,921
-110
| -2% | -$24.2K | 0.33% | 32 |
|
|
2024
Q3 | $1.33M | Hold |
6,031
| – | – | 0.33% | 30 |
|
|
2024
Q2 | $1.04M | Sell |
6,031
-194
| -3% | -$33.6K | 0.27% | 38 |
|
|
2024
Q1 | $1.19M | Buy |
6,225
+226
| +4% | +$43.2K | 0.3% | 34 |
|
|
2023
Q4 | $981K | Buy |
5,999
+4
| +0.1% | +$654 | 0.28% | 38 |
|
|
2023
Q3 | $841K | Buy |
5,995
+2
| +0% | +$281 | 0.26% | 36 |
|
|
2023
Q2 | $802K | Sell |
5,993
-2
| -0% | -$268 | 0.24% | 39 |
|
|
2023
Q1 | $786K | Buy |
5,995
+11
| +0.2% | +$1.44K | 0.24% | 36 |
|
|
2022
Q4 | $843K | Buy |
5,984
+504
| +9% | +$71K | 0.28% | 34 |
|
|
2022
Q3 | $651K | Buy |
5,480
+842
| +18% | +$100K | 0.26% | 30 |
|
|
2022
Q2 | $655K | Buy |
4,638
+5
| +0.1% | +$706 | 0.23% | 37 |
|
|
2022
Q1 | $602K | Buy |
4,633
+4
| +0.1% | +$520 | 0.18% | 46 |
|
|
2021
Q4 | $619K | Buy |
4,629
+5
| +0.1% | +$669 | 0.2% | 43 |
|
|
2021
Q3 | $642K | Buy |
4,624
+8
| +0.2% | +$1.11K | 0.2% | 41 |
|
|
2021
Q2 | $677K | Buy |
4,616
+3
| +0.1% | +$440 | 0.24% | 34 |
|
|
2021
Q1 | $615K | Sell |
4,613
-227
| -5% | -$30.3K | 0.23% | 38 |
|
|
2020
Q4 | $609K | Buy |
4,840
+5
| +0.1% | +$629 | 0.21% | 37 |
|
|
2020
Q3 | $588K | Sell |
4,835
-104
| -2% | -$12.6K | 0.22% | 35 |
|
|
2020
Q2 | $596K | Buy |
4,939
+12
| +0.2% | +$1.45K | 0.24% | 29 |
|
|
2020
Q1 | $547K | Buy |
4,927
+4
| +0.1% | +$444 | 0.25% | 28 |
|
|
2019
Q4 | $660K | Sell |
4,923
-36
| -0.7% | -$4.83K | 0.26% | 34 |
|
|
2019
Q3 | $721K | Sell |
4,959
-12
| -0.2% | -$1.75K | 0.3% | 29 |
|
|
2019
Q2 | $685K | Buy |
4,971
+4
| +0.1% | +$551 | 0.3% | 28 |
|
|
2019
Q1 | $701K | Buy |
4,967
+3
| +0.1% | +$423 | 0.32% | 26 |
|
|
2018
Q4 | $564K | Sell |
4,964
-703
| -12% | -$79.9K | 0.27% | 43 |
|
|
2018
Q3 | $857K | Sell |
5,667
-331
| -6% | -$50.1K | 0.39% | 24 |
|
|
2018
Q2 | $838K | Sell |
5,998
-105
| -2% | -$14.7K | 0.4% | 22 |
|
|
2018
Q1 | $936K | Sell |
6,103
-36
| -0.6% | -$5.52K | 0.48% | 20 |
|
|
2017
Q4 | $942K | Buy |
6,139
+105
| +2% | +$16.1K | 0.59% | 16 |
|
|
2017
Q3 | $875K | Sell |
6,034
-387
| -6% | -$56.1K | 0.57% | 15 |
|
|
2017
Q2 | $987K | Sell |
6,421
-1,177
| -15% | -$181K | 0.68% | 15 |
|
|
2017
Q1 | $1.32M | Buy |
7,598
+1,953
| +35% | +$340K | 0.95% | 16 |
|
|
2016
Q4 | $937K | Buy |
5,645
+4
| +0.1% | +$664 | 0.84% | 18 |
|
|
2016
Q3 | $896K | Sell |
5,641
-47
| -0.8% | -$7.47K | 0.96% | 14 |
|
|
2016
Q2 | $863K | Sell |
5,688
-313
| -5% | -$47.5K | 0.96% | 12 |
|
|
2016
Q1 | $909K | Buy |
6,001
+51
| +0.9% | +$7.73K | 0.83% | 14 |
|
|
2015
Q4 | $818K | Sell |
5,950
-630
| -10% | -$86.6K | 0.65% | 24 |
|
|
2015
Q3 | $953K | Buy |
6,580
+804
| +14% | +$116K | 1.19% | 13 |
|
|
2015
Q2 | $939K | Buy |
5,776
+3
| +0.1% | +$488 | 1.02% | 15 |
|
|
2015
Q1 | $927K | Sell |
5,773
-62
| -1% | -$9.96K | 0.94% | 12 |
|
|
2014
Q4 | $936K | Buy |
+5,835
| New | +$936K | 0.99% | 14 |
|