EWA
Encompass Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
1,197
+7
| +0.6% | +$2.06K | 0.13% | 81 |
|
|
2025
Q1 | $296K | Sell |
1,190
-220
| -16% | -$54.7K | 0.12% | 83 |
|
|
2024
Q4 | $310K | Sell |
1,410
-1,898
| -57% | -$417K | 0.13% | 82 |
|
|
2024
Q3 | $731K | Buy |
3,308
+162
| +5% | +$35.8K | 0.18% | 110 |
|
|
2024
Q2 | $544K | Sell |
3,146
-175
| -5% | -$30.3K | 0.14% | 127 |
|
|
2024
Q1 | $634K | Buy |
3,321
+2
| +0.1% | +$382 | 0.17% | 124 |
|
|
2023
Q4 | $543K | Buy |
3,319
+4
| +0.1% | +$654 | 0.16% | 116 |
|
|
2023
Q3 | $465K | Buy |
3,315
+186
| +6% | +$26.1K | 0.15% | 121 |
|
|
2023
Q2 | $419K | Sell |
3,129
-28
| -0.9% | -$3.75K | 0.14% | 134 |
|
|
2023
Q1 | $414K | Buy |
3,157
+6
| +0.2% | +$786 | 0.14% | 129 |
|
|
2022
Q4 | $444K | Buy |
3,151
+6
| +0.2% | +$845 | 0.16% | 115 |
|
|
2022
Q3 | $374K | Buy |
3,145
+1,043
| +50% | +$124K | 0.14% | 129 |
|
|
2022
Q2 | $297K | Buy |
2,102
+6
| +0.3% | +$848 | 0.11% | 155 |
|
|
2022
Q1 | $273K | Sell |
2,096
-995
| -32% | -$130K | 0.07% | 184 |
|
|
2021
Q4 | $413K | Buy |
3,091
+991
| +47% | +$132K | 0.1% | 151 |
|
|
2021
Q3 | $291K | Buy |
2,100
+213
| +11% | +$29.5K | 0.08% | 178 |
|
|
2021
Q2 | $276K | Buy |
1,887
+3
| +0.2% | +$439 | 0.07% | 193 |
|
|
2021
Q1 | $274K | Buy |
1,884
+51
| +3% | +$7.42K | 0.07% | 191 |
|
|
2020
Q4 | $231K | Buy |
+1,833
| New | +$231K | 0.13% | 98 |
|