HWA
HHM Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
1,301
-38
| -3% | -$11.2K | 0.05% | 134 |
|
|
2025
Q1 | $333K | Sell |
1,339
-102
| -7% | -$25.4K | 0.04% | 135 |
|
|
2024
Q4 | $317K | Buy |
1,441
+258
| +22% | +$56.7K | 0.04% | 141 |
|
|
2024
Q3 | $262K | Sell |
1,183
-50
| -4% | -$11.1K | 0.04% | 145 |
|
|
2024
Q2 | $213K | Buy |
1,233
+132
| +12% | +$22.8K | 0.03% | 164 |
|
|
2024
Q1 | $210K | Buy |
1,101
+15
| +1% | +$2.86K | 0.03% | 140 |
|
|
2023
Q4 | $178K | Buy |
1,086
+190
| +21% | +$31.1K | 0.03% | 151 |
|
|
2023
Q3 | $126K | Hold |
896
| – | – | 0.02% | 177 |
|
|
2023
Q2 | $120K | Hold |
896
| – | – | 0.02% | 187 |
|
|
2023
Q1 | $117K | Buy |
896
+375
| +72% | +$49.2K | 0.02% | 182 |
|
|
2022
Q4 | $73.4K | Sell |
521
-10
| -2% | -$1.41K | 0.02% | 204 |
|
|
2022
Q3 | $63K | Sell |
531
-700
| -57% | -$83.1K | 0.02% | 201 |
|
|
2022
Q2 | $174K | Buy |
1,231
+383
| +45% | +$54.1K | 0.04% | 137 |
|
|
2022
Q1 | $110K | Buy |
848
+10
| +1% | +$1.3K | 0.03% | 211 |
|
|
2021
Q4 | $112K | Hold |
838
| – | – | 0.03% | 205 |
|
|
2021
Q3 | $116K | Hold |
838
| – | – | 0.03% | 188 |
|
|
2021
Q2 | $123K | Sell |
838
-22
| -3% | -$3.23K | 0.03% | 185 |
|
|
2021
Q1 | $115K | Buy |
860
+297
| +53% | +$39.7K | 0.04% | 167 |
|
|
2020
Q4 | $71K | Sell |
563
-100
| -15% | -$12.6K | 0.02% | 214 |
|
|
2020
Q3 | $81K | Hold |
663
| – | – | 0.03% | 173 |
|
|
2020
Q2 | $80K | Hold |
663
| – | – | 0.03% | 173 |
|
|
2020
Q1 | $74K | Buy |
+663
| New | +$74K | 0.04% | 159 |
|