FNWA
Financial Network Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
1,097
+1
| +0.1% | +$295 | 0.39% | 49 |
|
|
2025
Q1 | $272K | Buy |
1,096
+896
| +448% | +$223K | 0.36% | 60 |
|
|
2024
Q4 | $44K | Sell |
200
-1,512
| -88% | -$332K | 0.08% | 201 |
|
|
2024
Q3 | $379K | Sell |
1,712
-27
| -2% | -$5.97K | 0.31% | 68 |
|
|
2024
Q2 | $301K | Buy |
1,739
+57
| +3% | +$9.88K | 0.23% | 91 |
|
|
2024
Q1 | $321K | Buy |
1,682
+57
| +4% | +$10.9K | 0.32% | 81 |
|
|
2023
Q4 | $266K | Buy |
+1,625
| New | +$266K | 0.28% | 91 |
|