EFA
Evernest Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Buy |
2,504
+467
| +23% | +$138K | 0.24% | 86 |
|
|
2025
Q1 | $507K | Buy |
2,037
+269
| +15% | +$66.9K | 0.18% | 101 |
|
|
2024
Q4 | $389K | Buy |
1,768
+242
| +16% | +$53.2K | 0.1% | 118 |
|
|
2024
Q3 | $337K | Sell |
1,526
-21
| -1% | -$4.64K | 0.09% | 120 |
|
|
2024
Q2 | $267K | Buy |
1,547
+58
| +4% | +$10K | 0.12% | 116 |
|
|
2024
Q1 | $270K | Buy |
1,489
+19
| +1% | +$3.45K | 0.13% | 112 |
|
|
2023
Q4 | $240K | Buy |
+1,470
| New | +$240K | 0.12% | 118 |
|
|
2021
Q4 | $279K | Buy |
+1,498
| New | +$279K | 0.14% | 106 |
|