HWA
HCR Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
1,753
-300
| -15% | -$88.4K | 0.06% | 134 |
|
|
2025
Q1 | $510K | Buy |
2,053
+300
| +17% | +$74.6K | 0.07% | 137 |
|
|
2024
Q4 | $385K | Sell |
1,753
-1
| -0.1% | -$220 | 0.05% | 165 |
|
|
2024
Q3 | $388K | Hold |
1,754
| – | – | 0.05% | 160 |
|
|
2024
Q2 | $303K | Hold |
1,754
| – | – | 0.04% | 174 |
|
|
2024
Q1 | $335K | Hold |
1,754
| – | – | 0.05% | 160 |
|
|
2023
Q4 | $287K | Buy |
1,754
+216
| +14% | +$35.3K | 0.05% | 160 |
|
|
2023
Q3 | $216K | Hold |
1,538
| – | – | 0.05% | 158 |
|
|
2023
Q2 | $206K | Buy |
+1,538
| New | +$206K | 0.04% | 164 |
|
|
2023
Q1 | – | Sell |
-1,538
| Closed | -$217K | – | 178 |
|
|
2022
Q4 | $217K | Buy |
+1,538
| New | +$217K | 0.05% | 159 |
|
|
2022
Q3 | – | Sell |
-1,538
| Closed | -$217K | – | 173 |
|
|
2022
Q2 | $217K | Buy |
+1,538
| New | +$217K | 0.04% | 159 |
|
|
2022
Q1 | – | Sell |
-1,549
| Closed | -$207K | – | 197 |
|
|
2021
Q4 | $207K | Buy |
1,549
+11
| +0.7% | +$1.47K | 0.03% | 191 |
|
|
2021
Q3 | $214K | Hold |
1,538
| – | – | 0.04% | 186 |
|
|
2021
Q2 | $225K | Hold |
1,538
| – | – | 0.04% | 177 |
|
|
2021
Q1 | $205K | Sell |
1,538
-3,439
| -69% | -$458K | 0.04% | 173 |
|
|
2020
Q4 | $626K | Buy |
4,977
+30
| +0.6% | +$3.77K | 0.13% | 106 |
|
|
2020
Q3 | $602K | Hold |
4,947
| – | – | 0.14% | 94 |
|
|
2020
Q2 | $586K | Sell |
4,947
-3
| -0.1% | -$355 | 0.14% | 88 |
|
|
2020
Q1 | $549K | Sell |
4,950
-405
| -8% | -$44.9K | 0.16% | 87 |
|
|
2019
Q4 | $718K | Buy |
5,355
+2,990
| +126% | +$401K | 0.17% | 84 |
|
|
2019
Q3 | $344K | Sell |
2,365
-3,127
| -57% | -$455K | 0.11% | 114 |
|
|
2019
Q2 | $757K | Sell |
5,492
-19,305
| -78% | -$2.66M | 0.22% | 82 |
|
|
2019
Q1 | $3.23M | Buy |
24,797
+21,380
| +626% | +$2.78M | 0.93% | 21 |
|
|
2018
Q4 | $377K | Buy |
3,417
+339
| +11% | +$37.4K | 0.12% | 116 |
|
|
2018
Q3 | $406K | Sell |
3,078
-75
| -2% | -$9.89K | 0.13% | 112 |
|
|
2018
Q2 | $441K | Buy |
3,153
+500
| +19% | +$69.9K | 0.14% | 115 |
|
|
2018
Q1 | $407K | Buy |
2,653
+3
| +0.1% | +$460 | 0.14% | 119 |
|
|
2017
Q4 | $407K | Sell |
2,650
-26
| -1% | -$3.99K | 0.14% | 117 |
|
|
2017
Q3 | $388K | Buy |
2,676
+579
| +28% | +$84K | 0.16% | 111 |
|
|
2017
Q2 | $307K | Sell |
2,097
-10
| -0.5% | -$1.46K | 0.15% | 107 |
|
|
2017
Q1 | $367K | Buy |
2,107
+6
| +0.3% | +$1.05K | 0.19% | 102 |
|
|
2016
Q4 | $349K | Buy |
+2,101
| New | +$349K | 0.18% | 98 |
|