GWA
Gratus Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
5,596
+2
| +0% | +$590 | 0.25% | 34 |
|
|
2025
Q1 | $1.39M | Sell |
5,594
-168
| -3% | -$41.8K | 0.23% | 39 |
|
|
2024
Q4 | $1.27M | Buy |
5,762
+2,423
| +73% | +$533K | 0.2% | 47 |
|
|
2024
Q3 | $758K | Sell |
3,339
-34
| -1% | -$7.72K | 0.12% | 77 |
|
|
2024
Q2 | $618K | Buy |
3,373
+37
| +1% | +$6.78K | 0.11% | 83 |
|
|
2024
Q1 | $605K | Buy |
3,336
+1
| +0% | +$181 | 0.11% | 81 |
|
|
2023
Q4 | $545K | Buy |
+3,335
| New | +$545K | 0.11% | 81 |
|