HNWAG
High Net Worth Advisory Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
5,224
-67
| -1% | -$19.8K | 0.41% | 57 |
|
|
2025
Q1 | $1.32M | Buy |
5,291
+985
| +23% | +$245K | 0.37% | 66 |
|
|
2024
Q4 | $947K | Sell |
4,306
-88
| -2% | -$19.3K | 0.26% | 87 |
|
|
2024
Q3 | $971K | Sell |
4,394
-125
| -3% | -$27.6K | 0.27% | 85 |
|
|
2024
Q2 | $782K | Sell |
4,519
-2,120
| -32% | -$367K | 0.24% | 90 |
|
|
2024
Q1 | $1.27M | Buy |
6,639
+88
| +1% | +$16.8K | 0.4% | 60 |
|
|
2023
Q4 | $1.07M | Buy |
6,551
+410
| +7% | +$67.1K | 0.4% | 62 |
|
|
2023
Q3 | $862K | Buy |
6,141
+250
| +4% | +$35.1K | 0.35% | 73 |
|
|
2023
Q2 | $788K | Buy |
5,891
+1,859
| +46% | +$249K | 0.31% | 79 |
|
|
2023
Q1 | $529K | Hold |
4,032
| – | – | 0.22% | 102 |
|
|
2022
Q4 | $568K | Sell |
4,032
-33
| -0.8% | -$4.65K | 0.22% | 99 |
|
|
2022
Q3 | $483K | Sell |
4,065
-400
| -9% | -$47.5K | 0.21% | 100 |
|
|
2022
Q2 | $630K | Buy |
4,465
+426
| +11% | +$60.1K | 0.26% | 90 |
|
|
2022
Q1 | $525K | Sell |
4,039
-278
| -6% | -$36.1K | 0.19% | 104 |
|
|
2021
Q4 | $577K | Buy |
+4,317
| New | +$577K | 0.2% | 99 |
|