FMWA
Forvis Mazars Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
38,240
-96
| -0.3% | -$28.3K | 0.24% | 52 |
|
|
2025
Q1 | $9.53M | Buy |
38,336
+5,426
| +16% | +$1.35M | 0.23% | 54 |
|
|
2024
Q4 | $7.23M | Sell |
32,910
-820
| -2% | -$180K | 0.17% | 74 |
|
|
2024
Q3 | $7.46M | Sell |
33,730
-2,892
| -8% | -$639K | 0.17% | 75 |
|
|
2024
Q2 | $6.33M | Buy |
36,622
+3,011
| +9% | +$521K | 0.16% | 77 |
|
|
2024
Q1 | $6.42M | Sell |
33,611
-2,879
| -8% | -$550K | 0.16% | 77 |
|
|
2023
Q4 | $5.97M | Sell |
36,490
-1,823
| -5% | -$298K | 0.17% | 74 |
|
|
2023
Q3 | $5.38M | Sell |
38,313
-10,953
| -22% | -$1.54M | 0.16% | 79 |
|
|
2023
Q2 | $6.59M | Buy |
49,266
+13,077
| +36% | +$1.75M | 0.19% | 79 |
|
|
2023
Q1 | $4.74M | Buy |
36,189
+181
| +0.5% | +$23.7K | 0.16% | 86 |
|
|
2022
Q4 | $5.07M | Buy |
36,008
+1,390
| +4% | +$196K | 0.18% | 82 |
|
|
2022
Q3 | $4.11M | Buy |
34,618
+1,256
| +4% | +$149K | 0.17% | 88 |
|
|
2022
Q2 | $4.71M | Buy |
33,362
+3,790
| +13% | +$535K | 0.19% | 73 |
|
|
2022
Q1 | $3.85M | Buy |
29,572
+2,846
| +11% | +$370K | 0.16% | 70 |
|
|
2021
Q4 | $3.57M | Buy |
26,726
+1,655
| +7% | +$221K | 0.15% | 71 |
|
|
2021
Q3 | $3.48M | Buy |
25,071
+1,554
| +7% | +$216K | 0.16% | 67 |
|
|
2021
Q2 | $3.45M | Buy |
23,517
+910
| +4% | +$133K | 0.16% | 67 |
|
|
2021
Q1 | $3.01M | Buy |
22,607
+3,366
| +17% | +$449K | 0.15% | 72 |
|
|
2020
Q4 | $2.42M | Buy |
19,241
+3,222
| +20% | +$406K | 0.12% | 90 |
|
|
2020
Q3 | $1.95M | Buy |
16,019
+3,032
| +23% | +$369K | 0.11% | 90 |
|
|
2020
Q2 | $1.57M | Buy |
12,987
+5,056
| +64% | +$610K | 0.1% | 99 |
|
|
2020
Q1 | $880K | Buy |
7,931
+1,375
| +21% | +$153K | 0.07% | 119 |
|
|
2019
Q4 | $879K | Buy |
6,556
+1,542
| +31% | +$207K | 0.06% | 125 |
|
|
2019
Q3 | $729K | Buy |
5,014
+260
| +5% | +$37.8K | 0.06% | 128 |
|
|
2019
Q2 | $656K | Sell |
4,754
-417
| -8% | -$57.5K | 0.05% | 135 |
|
|
2019
Q1 | $729K | Sell |
5,171
-45
| -0.9% | -$6.34K | 0.06% | 126 |
|
|
2018
Q4 | $593K | Sell |
5,216
-5,205
| -50% | -$592K | 0.06% | 122 |
|
|
2018
Q3 | $1.58M | Buy |
10,421
+44
| +0.4% | +$6.65K | 0.14% | 82 |
|
|
2018
Q2 | $1.45M | Sell |
10,377
-628
| -6% | -$87.8K | 0.14% | 86 |
|
|
2018
Q1 | $1.69M | Sell |
11,005
-718
| -6% | -$110K | 0.17% | 76 |
|
|
2017
Q4 | $1.8M | Sell |
11,723
-775
| -6% | -$119K | 0.18% | 74 |
|
|
2017
Q3 | $1.81M | Sell |
12,498
-759
| -6% | -$110K | 0.2% | 69 |
|
|
2017
Q2 | $2.04M | Buy |
13,257
+527
| +4% | +$81.1K | 0.23% | 66 |
|
|
2017
Q1 | $2.22M | Buy |
12,730
+316
| +3% | +$55K | 0.27% | 51 |
|
|
2016
Q4 | $2.06M | Buy |
12,414
+3,069
| +33% | +$510K | 0.27% | 50 |
|
|
2016
Q3 | $1.49M | Sell |
9,345
-721
| -7% | -$115K | 0.21% | 58 |
|
|
2016
Q2 | $1.53M | Buy |
10,066
+866
| +9% | +$131K | 0.23% | 60 |
|
|
2016
Q1 | $1.39M | Buy |
9,200
+6
| +0.1% | +$908 | 0.22% | 59 |
|
|
2015
Q4 | $1.27M | Buy |
9,194
+501
| +6% | +$68.9K | 0.19% | 62 |
|
|
2015
Q3 | $1.26M | Buy |
8,693
+98
| +1% | +$14.2K | 0.22% | 59 |
|
|
2015
Q2 | $1.4M | Sell |
8,595
-28
| -0.3% | -$4.55K | 0.21% | 62 |
|
|
2015
Q1 | $1.38M | Buy |
8,623
+108
| +1% | +$17.3K | 0.2% | 64 |
|
|
2014
Q4 | $1.37M | Buy |
8,515
+173
| +2% | +$27.8K | 0.22% | 58 |
|
|
2014
Q3 | $1.58M | Sell |
8,342
-123
| -1% | -$23.4K | 0.27% | 53 |
|
|
2014
Q2 | $1.54M | Buy |
8,465
+1,153
| +16% | +$209K | 0.26% | 54 |
|
|
2014
Q1 | $1.41M | Buy |
7,312
+367
| +5% | +$70.6K | 0.25% | 62 |
|
|
2013
Q4 | $1.3M | Sell |
6,945
-202
| -3% | -$37.9K | 0.24% | 63 |
|
|
2013
Q3 | $1.32M | Buy |
7,147
+1,573
| +28% | +$291K | 0.27% | 60 |
|
|
2013
Q2 | $1.07M | Buy |
+5,574
| New | +$1.07M | 0.84% | 43 |
|