EA
Ergawealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Hold |
2,000
| – | – | 0.27% | 39 |
|
|
2025
Q1 | $497K | Hold |
2,000
| – | – | 0.25% | 38 |
|
|
2024
Q4 | $440K | Hold |
2,000
| – | – | 0.22% | 43 |
|
|
2024
Q3 | $442K | Sell |
2,000
-4
| -0.2% | -$884 | 0.22% | 43 |
|
|
2024
Q2 | $347K | Sell |
2,004
-46
| -2% | -$7.95K | 0.19% | 46 |
|
|
2024
Q1 | $391K | Buy |
2,050
+50
| +3% | +$9.55K | 0.21% | 42 |
|
|
2023
Q4 | $327K | Hold |
2,000
| – | – | 0.2% | 39 |
|
|
2023
Q3 | $281K | Hold |
2,000
| – | – | 0.19% | 39 |
|
|
2023
Q2 | $268K | Hold |
2,000
| – | – | 0.18% | 38 |
|
|
2023
Q1 | $262K | Hold |
2,000
| – | – | 0.21% | 33 |
|
|
2022
Q4 | $282K | Buy |
+2,000
| New | +$282K | 0.26% | 35 |
|