GWANC
Guardian Wealth Advisors (North Carolina)’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
3,951
+2,099
| +113% | +$619K | 0.08% | 122 |
|
|
2025
Q1 | $461K | Buy |
1,852
+20
| +1% | +$4.97K | 0.04% | 194 |
|
|
2024
Q4 | $403K | Buy |
1,832
+267
| +17% | +$58.7K | 0.03% | 214 |
|
|
2024
Q3 | $346K | Sell |
1,565
-82
| -5% | -$18.1K | 0.04% | 199 |
|
|
2024
Q2 | $285K | Sell |
1,647
-44
| -3% | -$7.61K | 0.03% | 210 |
|
|
2024
Q1 | $323K | Buy |
1,691
+141
| +9% | +$26.9K | 0.04% | 200 |
|
|
2023
Q4 | $254K | Sell |
1,550
-215
| -12% | -$35.2K | 0.04% | 208 |
|
|
2023
Q3 | $248K | Buy |
1,765
+167
| +10% | +$23.4K | 0.04% | 201 |
|
|
2023
Q2 | $214K | Sell |
1,598
-214
| -12% | -$28.6K | 0.04% | 217 |
|
|
2023
Q1 | $238K | Buy |
1,812
+85
| +5% | +$11.1K | 0.04% | 191 |
|
|
2022
Q4 | $243K | Buy |
1,727
+5
| +0.3% | +$704 | 0.05% | 171 |
|
|
2022
Q3 | $205K | Buy |
1,722
+285
| +20% | +$33.9K | 0.04% | 185 |
|
|
2022
Q2 | $203K | Buy |
+1,437
| New | +$203K | 0.04% | 184 |
|