HWA
Heartwood Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
5,259
+209
| +4% | +$61.6K | 0.16% | 57 |
|
|
2025
Q1 | $1.26M | Sell |
5,050
-863
| -15% | -$215K | 0.14% | 61 |
|
|
2024
Q4 | $1.3M | Buy |
5,913
+5
| +0.1% | +$1.1K | 0.15% | 50 |
|
|
2024
Q3 | $1.31M | Buy |
5,908
+117
| +2% | +$25.9K | 0.14% | 52 |
|
|
2024
Q2 | $1M | Buy |
5,791
+48
| +0.8% | +$8.3K | 0.12% | 62 |
|
|
2024
Q1 | $1.1M | Sell |
5,743
-244
| -4% | -$46.6K | 0.14% | 49 |
|
|
2023
Q4 | $979K | Buy |
5,987
+207
| +4% | +$33.9K | 0.13% | 48 |
|
|
2023
Q3 | $811K | Sell |
5,780
-659
| -10% | -$92.5K | 0.12% | 56 |
|
|
2023
Q2 | $862K | Buy |
6,439
+551
| +9% | +$73.7K | 0.12% | 59 |
|
|
2023
Q1 | $772K | Buy |
5,888
+993
| +20% | +$130K | 0.12% | 61 |
|
|
2022
Q4 | $690K | Sell |
4,895
-175
| -3% | -$24.7K | 0.11% | 64 |
|
|
2022
Q3 | $602K | Buy |
5,070
+754
| +17% | +$89.5K | 0.1% | 56 |
|
|
2022
Q2 | $609K | Buy |
4,316
+180
| +4% | +$25.4K | 0.1% | 59 |
|
|
2022
Q1 | $538K | Buy |
4,136
+1,203
| +41% | +$156K | 0.08% | 70 |
|
|
2021
Q4 | $392K | Buy |
2,933
+297
| +11% | +$39.7K | 0.06% | 74 |
|
|
2021
Q3 | $366K | Buy |
2,636
+82
| +3% | +$11.4K | 0.06% | 71 |
|
|
2021
Q2 | $374K | Buy |
+2,554
| New | +$374K | 0.06% | 70 |
|