EWA
EP Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
46,361
+6,894
| +17% | +$2.03M | 0.09% | 157 |
|
|
2025
Q1 | $9.81M | Sell |
39,467
-1,667
| -4% | -$415K | 0.08% | 152 |
|
|
2024
Q4 | $9.04M | Buy |
41,134
+6,053
| +17% | +$1.33M | 0.07% | 154 |
|
|
2024
Q3 | $7.76M | Buy |
35,081
+3,600
| +11% | +$796K | 0.07% | 173 |
|
|
2024
Q2 | $5.44M | Buy |
31,481
+3,208
| +11% | +$555K | 0.06% | 174 |
|
|
2024
Q1 | $5.4M | Buy |
28,273
+1,935
| +7% | +$370K | 0.06% | 164 |
|
|
2023
Q4 | $4.31M | Sell |
26,338
-308
| -1% | -$50.4K | 0.05% | 179 |
|
|
2023
Q3 | $3.74M | Sell |
26,646
-71,379
| -73% | -$10M | 0.06% | 179 |
|
|
2023
Q2 | $3.16M | Sell |
98,025
-19,655
| -17% | -$634K | 0.05% | 198 |
|
|
2023
Q1 | $2.72M | Buy |
117,680
+99,242
| +538% | +$2.3M | 0.05% | 201 |
|
|
2022
Q4 | $2.6M | Sell |
18,438
-1,089
| -6% | -$153K | 0.05% | 194 |
|
|
2022
Q3 | $2.32M | Buy |
19,527
+7,043
| +56% | +$837K | 0.05% | 180 |
|
|
2022
Q2 | $1.76M | Buy |
12,484
+627
| +5% | +$88.5K | 0.04% | 208 |
|
|
2022
Q1 | $1.54M | Buy |
11,857
+1,105
| +10% | +$144K | 0.03% | 222 |
|
|
2021
Q4 | $1.44M | Buy |
10,752
+189
| +2% | +$25.3K | 0.03% | 217 |
|
|
2021
Q3 | $1.47M | Buy |
10,563
+513
| +5% | +$71.3K | 0.04% | 198 |
|
|
2021
Q2 | $1.47M | Buy |
10,050
+1,563
| +18% | +$229K | 0.04% | 207 |
|
|
2021
Q1 | $1.13M | Buy |
8,487
+1,232
| +17% | +$164K | 0.04% | 217 |
|
|
2020
Q4 | $913K | Buy |
+7,255
| New | +$913K | 0.03% | 202 |
|
|
2020
Q3 | – | Sell |
-7,446
| Closed | -$899K | – | 366 |
|
|
2020
Q2 | $899K | Sell |
7,446
-1,270
| -15% | -$153K | 0.04% | 186 |
|
|
2020
Q1 | $967K | Sell |
8,716
-678
| -7% | -$75.2K | 0.05% | 168 |
|
|
2019
Q4 | $1.26M | Buy |
9,394
+217
| +2% | +$29.1K | 0.05% | 163 |
|
|
2019
Q3 | $1.34M | Buy |
9,177
+647
| +8% | +$94.1K | 0.07% | 125 |
|
|
2019
Q2 | $1.18M | Buy |
8,530
+2,021
| +31% | +$279K | 0.07% | 116 |
|
|
2019
Q1 | $918K | Sell |
6,509
-632
| -9% | -$89.1K | 0.09% | 118 |
|
|
2018
Q4 | $812K | Sell |
7,141
-20
| -0.3% | -$2.27K | 0.06% | 137 |
|
|
2018
Q3 | $1.08M | Sell |
7,161
-819
| -10% | -$124K | 0.08% | 111 |
|
|
2018
Q2 | $1.12M | Sell |
7,980
-50
| -0.6% | -$6.99K | 0.11% | 80 |
|
|
2018
Q1 | $1.23M | Buy |
8,030
+1,045
| +15% | +$160K | 0.12% | 85 |
|
|
2017
Q4 | $1.07M | Buy |
6,985
+151
| +2% | +$23.2K | 0.11% | 78 |
|
|
2017
Q3 | $991K | Sell |
6,834
-1,787
| -21% | -$259K | 0.11% | 80 |
|
|
2017
Q2 | $1.33M | Sell |
8,621
-1,158
| -12% | -$178K | 0.16% | 76 |
|
|
2017
Q1 | $1.7M | Buy |
9,779
+38
| +0.4% | +$6.62K | 0.23% | 47 |
|
|
2016
Q4 | $1.59M | Sell |
9,741
-98
| -1% | -$16K | 0.23% | 49 |
|
|
2016
Q3 | $1.56M | Buy |
9,839
+546
| +6% | +$86.7K | 0.24% | 45 |
|
|
2016
Q2 | $1.41M | Sell |
9,293
-587
| -6% | -$89.1K | 0.22% | 49 |
|
|
2016
Q1 | $1.5M | Buy |
9,880
+2,341
| +31% | +$354K | 0.23% | 46 |
|
|
2015
Q4 | $1.04M | Sell |
7,539
-33
| -0.4% | -$4.54K | 0.17% | 68 |
|
|
2015
Q3 | $1.1M | Buy |
7,572
+618
| +9% | +$89.6K | 0.21% | 57 |
|
|
2015
Q2 | $1.13M | Sell |
6,954
-952
| -12% | -$155K | 0.21% | 45 |
|
|
2015
Q1 | $1.27M | Buy |
7,906
+1,958
| +33% | +$314K | 0.24% | 45 |
|
|
2014
Q4 | $954K | Buy |
5,948
+102
| +2% | +$16.4K | 0.16% | 63 |
|
|
2014
Q3 | $1.11M | Sell |
5,846
-704
| -11% | -$134K | 0.18% | 47 |
|
|
2014
Q2 | $1.19M | Buy |
6,550
+511
| +8% | +$92.6K | 0.28% | 43 |
|
|
2014
Q1 | $1.16M | Buy |
6,039
+85
| +1% | +$16.4K | 0.32% | 40 |
|
|
2013
Q4 | $1.12M | Sell |
5,954
-1,831
| -24% | -$344K | 0.29% | 45 |
|
|
2013
Q3 | $1.44M | Buy |
7,785
+481
| +7% | +$89.1K | 0.45% | 37 |
|
|
2013
Q2 | $1.4M | Buy |
+7,304
| New | +$1.4M | 0.5% | 33 |
|