FWA
FSM Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
6,457
+3,412
| +112% | +$998K | 0.31% | 54 |
|
|
2025
Q1 | $757K | Buy |
3,045
+338
| +12% | +$84.1K | 0.17% | 80 |
|
|
2024
Q4 | $603K | Buy |
2,707
+110
| +4% | +$24.5K | 0.15% | 86 |
|
|
2024
Q3 | $574K | Buy |
2,597
+178
| +7% | +$39.3K | 0.15% | 85 |
|
|
2024
Q2 | $418K | Sell |
2,419
-21
| -0.9% | -$3.63K | 0.14% | 93 |
|
|
2024
Q1 | $466K | Buy |
2,440
+39
| +2% | +$7.45K | 0.17% | 90 |
|
|
2023
Q4 | $393K | Buy |
2,401
+29
| +1% | +$4.74K | 0.17% | 97 |
|
|
2023
Q3 | $333K | Sell |
2,372
-71
| -3% | -$9.96K | 0.17% | 102 |
|
|
2023
Q2 | $328K | Sell |
2,443
-35
| -1% | -$4.71K | 0.16% | 109 |
|
|
2023
Q1 | $325K | Buy |
2,478
+88
| +4% | +$11.5K | 0.19% | 105 |
|
|
2022
Q4 | $337K | Sell |
2,390
-482
| -17% | -$67.9K | 0.24% | 94 |
|
|
2022
Q3 | $341K | Buy |
2,872
+1,252
| +77% | +$149K | 0.28% | 87 |
|
|
2022
Q2 | $215K | Buy |
+1,620
| New | +$215K | 0.21% | 106 |
|