GWAM
Guardian Wealth Advisors (Minnesota)’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
1,869
+133
| +8% | +$39.2K | 0.33% | 38 |
|
|
2025
Q1 | $432K | Sell |
1,736
-462
| -21% | -$115K | 0.28% | 44 |
|
|
2024
Q4 | $483K | Sell |
2,198
-79
| -3% | -$17.4K | 0.31% | 46 |
|
|
2024
Q3 | $503K | Sell |
2,277
-1
| -0% | -$221 | 0.31% | 45 |
|
|
2024
Q2 | $394K | Buy |
2,278
+191
| +9% | +$33K | 0.26% | 51 |
|
|
2024
Q1 | $399K | Sell |
2,087
-76
| -4% | -$14.5K | 0.26% | 51 |
|
|
2023
Q4 | $354K | Sell |
2,163
-19
| -0.9% | -$3.11K | 0.25% | 49 |
|
|
2023
Q3 | $306K | Buy |
2,182
+143
| +7% | +$20.1K | 0.23% | 51 |
|
|
2023
Q2 | $273K | Buy |
2,039
+172
| +9% | +$23K | 0.2% | 56 |
|
|
2023
Q1 | $245K | Buy |
+1,867
| New | +$245K | 0.19% | 61 |
|