EWA
Etesian Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
5,630
-915
| -14% | -$270K | 0.62% | 45 |
|
|
2025
Q1 | $1.63M | Sell |
6,545
-400
| -6% | -$99.5K | 0.7% | 43 |
|
|
2024
Q4 | $1.53M | Buy |
6,945
+372
| +6% | +$81.8K | 0.68% | 41 |
|
|
2024
Q3 | $1.45M | Buy |
6,573
+9
| +0.1% | +$1.99K | 0.66% | 46 |
|
|
2024
Q2 | $1.14M | Hold |
6,564
| – | – | 0.64% | 53 |
|
|
2024
Q1 | $1.25M | Sell |
6,564
-62
| -0.9% | -$11.8K | 0.72% | 52 |
|
|
2023
Q4 | $1.09M | Sell |
6,626
-341
| -5% | -$55.8K | 0.65% | 52 |
|
|
2023
Q3 | $977K | Sell |
6,967
-11
| -0.2% | -$1.54K | 0.66% | 54 |
|
|
2023
Q2 | $934K | Buy |
6,978
+202
| +3% | +$27K | 0.61% | 55 |
|
|
2023
Q1 | $888K | Buy |
6,776
+276
| +4% | +$36.2K | 0.59% | 56 |
|
|
2022
Q4 | $916K | Buy |
+6,500
| New | +$916K | 0.67% | 49 |
|