FFWA
FRG Family Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
942
| – | – | 0.05% | 140 |
|
|
2025
Q1 | $234K | Hold |
942
| – | – | 0.05% | 139 |
|
|
2024
Q4 | $207K | Sell |
942
-26
| -3% | -$5.72K | 0.04% | 144 |
|
|
2024
Q3 | $214K | Buy |
+968
| New | +$214K | 0.04% | 144 |
|
|
2024
Q2 | – | Sell |
-978
| Closed | -$163K | – | 238 |
|
|
2024
Q1 | $163K | Buy |
+978
| New | +$163K | 0.03% | 146 |
|
|
2019
Q4 | – | Sell |
-1,541
| Closed | -$224K | – | 126 |
|
|
2019
Q3 | $224K | Sell |
1,541
-600
| -28% | -$87.2K | 0.06% | 116 |
|
|
2019
Q2 | $295K | Sell |
2,141
-1,792
| -46% | -$247K | 0.08% | 111 |
|
|
2019
Q1 | $555K | Sell |
3,933
-1,481
| -27% | -$209K | 0.16% | 90 |
|
|
2018
Q4 | $615K | Sell |
5,414
-2,215
| -29% | -$252K | 0.2% | 87 |
|
|
2018
Q3 | $1.15M | Sell |
7,629
-4,381
| -36% | -$663K | 0.32% | 80 |
|
|
2018
Q2 | $1.68M | Sell |
12,010
-1,170
| -9% | -$163K | 0.5% | 57 |
|
|
2018
Q1 | $2.02M | Sell |
13,180
-289
| -2% | -$44.3K | 0.67% | 52 |
|
|
2017
Q4 | $2.07M | Sell |
13,469
-134
| -1% | -$20.6K | 0.67% | 50 |
|
|
2017
Q3 | $1.97M | Sell |
13,603
-509
| -4% | -$73.8K | 0.68% | 50 |
|
|
2017
Q2 | $2.17M | Sell |
14,112
-724
| -5% | -$111K | 0.8% | 45 |
|
|
2017
Q1 | $2.58M | Sell |
14,836
-253
| -2% | -$44K | 1.01% | 35 |
|
|
2016
Q4 | $2.51M | Sell |
15,089
-924
| -6% | -$153K | 1.05% | 32 |
|
|
2016
Q3 | $2.54M | Sell |
16,013
-129
| -0.8% | -$20.5K | 1.15% | 26 |
|
|
2016
Q2 | $2.45M | Sell |
16,142
-432
| -3% | -$65.6K | 1.11% | 28 |
|
|
2016
Q1 | $2.46M | Sell |
16,574
-799
| -5% | -$119K | 1.19% | 24 |
|
|
2015
Q4 | $2.39M | Buy |
+17,373
| New | +$2.39M | 1.16% | 26 |
|