FTWA
Fifth Third Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Buy |
15,238
+1,118
| +8% | +$330K | 0.19% | 96 |
|
|
2025
Q1 | $3.51M | Buy |
14,120
+35
| +0.2% | +$8.7K | 0.18% | 95 |
|
|
2024
Q4 | $3.1M | Sell |
14,085
-284
| -2% | -$62.4K | 0.17% | 90 |
|
|
2024
Q3 | $3.18M | Buy |
14,369
+2,915
| +25% | +$644K | 0.19% | 74 |
|
|
2024
Q2 | $1.98M | Buy |
11,454
+8,563
| +296% | +$1.48M | 0.15% | 93 |
|
|
2024
Q1 | $552K | Buy |
2,891
+1,621
| +128% | +$310K | 0.09% | 147 |
|
|
2023
Q4 | $208K | Buy |
+1,270
| New | +$208K | 0.07% | 166 |
|