GWA
GGM Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.14M | Sell |
4,839
-55
| -1% | -$12.9K | 0.63% | 43 |
|
|
2024
Q4 | $1.08M | Buy |
4,894
+7
| +0.1% | +$1.54K | 0.56% | 45 |
|
|
2024
Q3 | $1.08M | Buy |
4,887
+15
| +0.3% | +$3.32K | 0.47% | 47 |
|
|
2024
Q2 | $843K | Buy |
4,872
+20
| +0.4% | +$3.46K | 0.39% | 56 |
|
|
2024
Q1 | $919K | Buy |
4,852
+167
| +4% | +$31.6K | 0.43% | 50 |
|
|
2023
Q4 | $881K | Buy |
4,685
+20
| +0.4% | +$3.76K | 0.36% | 53 |
|
|
2023
Q3 | $654K | Buy |
4,665
+22
| +0.5% | +$3.09K | 0.28% | 64 |
|
|
2023
Q2 | $624K | Buy |
+4,643
| New | +$624K | 0.25% | 71 |
|
|
2023
Q1 | – | Sell |
-4,595
| Closed | -$657K | – | 91 |
|
|
2022
Q4 | $657K | Sell |
4,595
-109
| -2% | -$15.6K | 0.34% | 61 |
|
|
2022
Q3 | $625K | Buy |
4,704
+42
| +0.9% | +$5.58K | 0.34% | 60 |
|
|
2022
Q2 | $648K | Buy |
4,662
+22
| +0.5% | +$3.06K | 0.36% | 57 |
|
|
2022
Q1 | $596K | Buy |
4,640
+471
| +11% | +$60.5K | 0.3% | 67 |
|
|
2021
Q4 | $556K | Buy |
4,169
+24
| +0.6% | +$3.2K | 0.44% | 47 |
|
|
2021
Q3 | $529K | Sell |
4,145
-484
| -10% | -$61.8K | 0.42% | 46 |
|
|
2021
Q2 | $644K | Buy |
4,629
+224
| +5% | +$31.2K | 0.55% | 38 |
|
|
2021
Q1 | $625K | Buy |
4,405
+422
| +11% | +$59.9K | 0.5% | 39 |
|
|
2020
Q4 | $507K | Buy |
+3,983
| New | +$507K | 0.5% | 35 |
|