HWA
Heritage Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
3,726
+1
| +0% | +$295 | 0.05% | 77 |
|
|
2025
Q1 | $926K | Sell |
3,725
-62
| -2% | -$15.4K | 0.05% | 82 |
|
|
2024
Q4 | $832K | Sell |
3,787
-289
| -7% | -$63.5K | 0.04% | 93 |
|
|
2024
Q3 | $901K | Buy |
4,076
+351
| +9% | +$77.6K | 0.04% | 96 |
|
|
2024
Q2 | $644K | Sell |
3,725
-463
| -11% | -$80.1K | 0.03% | 117 |
|
|
2024
Q1 | $800K | Sell |
4,188
-194
| -4% | -$37K | 0.04% | 103 |
|
|
2023
Q4 | $717K | Buy |
4,382
+210
| +5% | +$34.3K | 0.04% | 111 |
|
|
2023
Q3 | $585K | Hold |
4,172
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $558K | Sell |
4,172
-8
| -0.2% | -$1.07K | 0.03% | 126 |
|
|
2023
Q1 | $548K | Buy |
4,180
+8
| +0.2% | +$1.05K | 0.03% | 125 |
|
|
2022
Q4 | $588K | Sell |
4,172
-20
| -0.5% | -$2.82K | 0.03% | 119 |
|
|
2022
Q3 | $498K | Sell |
4,192
-60
| -1% | -$7.13K | 0.04% | 120 |
|
|
2022
Q2 | $600K | Hold |
4,252
| – | – | 0.04% | 112 |
|
|
2022
Q1 | $553K | Sell |
4,252
-924
| -18% | -$120K | 0.03% | 127 |
|
|
2021
Q4 | $692K | Sell |
5,176
-2
| -0% | -$267 | 0.04% | 122 |
|
|
2021
Q3 | $719K | Buy |
5,178
+179
| +4% | +$24.9K | 0.04% | 111 |
|
|
2021
Q2 | $733K | Sell |
4,999
-110
| -2% | -$16.1K | 0.05% | 112 |
|
|
2021
Q1 | $681K | Sell |
5,109
-14
| -0.3% | -$1.87K | 0.04% | 114 |
|
|
2020
Q4 | $645K | Sell |
5,123
-68
| -1% | -$8.56K | 0.04% | 114 |
|
|
2020
Q3 | $632K | Hold |
5,191
| – | – | 0.08% | 84 |
|
|
2020
Q2 | $627K | Sell |
5,191
-106
| -2% | -$12.8K | 0.09% | 77 |
|
|
2020
Q1 | $588K | Buy |
5,297
+993
| +23% | +$110K | 0.11% | 73 |
|
|
2019
Q4 | $577K | Sell |
4,304
-90
| -2% | -$12.1K | 0.08% | 92 |
|
|
2019
Q3 | $638K | Buy |
4,394
+425
| +11% | +$61.7K | 0.09% | 83 |
|
|
2019
Q2 | $547K | Hold |
3,969
| – | – | 0.08% | 84 |
|
|
2019
Q1 | $560K | Sell |
3,969
-136
| -3% | -$19.2K | 0.09% | 72 |
|
|
2018
Q4 | $466K | Buy |
4,105
+60
| +1% | +$6.81K | 0.09% | 79 |
|
|
2018
Q3 | $611K | Sell |
4,045
-550
| -12% | -$83.1K | 0.12% | 69 |
|
|
2018
Q2 | $642K | Sell |
4,595
-276
| -6% | -$38.6K | 0.24% | 60 |
|
|
2018
Q1 | $748K | Sell |
4,871
-98
| -2% | -$15K | 0.31% | 52 |
|
|
2017
Q4 | $762K | Buy |
4,969
+98
| +2% | +$15K | 0.33% | 52 |
|
|
2017
Q3 | $707K | Buy |
4,871
+62
| +1% | +$9K | 0.36% | 50 |
|
|
2017
Q2 | $741K | Buy |
4,809
+91
| +2% | +$14K | 0.38% | 54 |
|
|
2017
Q1 | $820K | Sell |
4,718
-53
| -1% | -$9.21K | 0.44% | 44 |
|
|
2016
Q4 | $792K | Sell |
4,771
-409
| -8% | -$67.9K | 0.52% | 36 |
|
|
2016
Q3 | $823K | Sell |
5,180
-844
| -14% | -$134K | 0.57% | 29 |
|
|
2016
Q2 | $913K | Buy |
6,024
+220
| +4% | +$33.3K | 0.62% | 25 |
|
|
2016
Q1 | $877K | Hold |
5,804
| – | – | 0.69% | 20 |
|
|
2015
Q4 | $798K | Sell |
5,804
-215
| -4% | -$29.6K | 0.67% | 21 |
|
|
2015
Q3 | $871K | Sell |
6,019
-30
| -0.5% | -$4.34K | 0.75% | 19 |
|
|
2015
Q2 | $982K | Buy |
6,049
+30
| +0.5% | +$4.87K | 0.82% | 22 |
|
|
2015
Q1 | $965K | Buy |
6,019
+70
| +1% | +$11.2K | 0.8% | 19 |
|
|
2014
Q4 | $953K | Buy |
5,949
+1,255
| +27% | +$201K | 0.85% | 20 |
|
|
2014
Q3 | $891K | Sell |
4,694
-8
| -0.2% | -$1.52K | 0.93% | 20 |
|
|
2014
Q2 | $853K | Buy |
4,702
+19
| +0.4% | +$3.45K | 0.91% | 22 |
|
|
2014
Q1 | $902K | Sell |
4,683
-50
| -1% | -$9.63K | 1.04% | 17 |
|
|
2013
Q4 | $888K | Buy |
+4,733
| New | +$888K | 1.12% | 15 |
|