GWA
Geometric Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,493
+1
| +0% | +$295 | 0.15% | 26 |
|
|
2025
Q1 | $868K | Buy |
3,492
+23
| +0.7% | +$5.72K | 0.15% | 24 |
|
|
2024
Q4 | $763K | Sell |
3,469
-77
| -2% | -$16.9K | 0.14% | 29 |
|
|
2024
Q3 | $784K | Sell |
3,546
-2
| -0.1% | -$442 | 0.15% | 29 |
|
|
2024
Q2 | $614K | Buy |
3,548
+2,366
| +200% | +$409K | 0.13% | 31 |
|
|
2024
Q1 | $226K | Buy |
+1,182
| New | +$226K | 0.05% | 45 |
|