GWA
Gibson Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Hold |
1,500
| – | – | 0.33% | 25 |
|
|
2025
Q1 | $373K | Hold |
1,500
| – | – | 0.3% | 25 |
|
|
2024
Q4 | $330K | Hold |
1,500
| – | – | 0.27% | 28 |
|
|
2024
Q3 | $332K | Hold |
1,500
| – | – | 0.27% | 29 |
|
|
2024
Q2 | $259K | Hold |
1,500
| – | – | 0.24% | 32 |
|
|
2024
Q1 | $286K | Buy |
+1,500
| New | +$286K | 0.28% | 32 |
|
|
2022
Q4 | $13M | Buy |
94,500
+93,000
| +6,200% | +$12.8M | 0.25% | 32 |
|
|
2022
Q3 | $178K | Hold |
1,500
| – | – | 0.2% | 33 |
|
|
2022
Q2 | $212K | Buy |
1,500
+760
| +103% | +$107K | 0.24% | 28 |
|
|
2022
Q1 | $96K | Hold |
740
| – | – | 0.1% | 39 |
|
|
2021
Q4 | $99K | Buy |
+740
| New | +$99K | 0.1% | 35 |
|