HWA
Hilltop Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Buy |
10,656
+335
| +3% | +$98.7K | 1.76% | 15 |
|
|
2025
Q1 | $2.57M | Buy |
10,321
+19
| +0.2% | +$4.72K | 1.45% | 16 |
|
|
2024
Q4 | $2.26M | Sell |
10,302
-237
| -2% | -$52.1K | 1.15% | 17 |
|
|
2024
Q3 | $2.33M | Sell |
10,539
-83
| -0.8% | -$18.3K | 1.09% | 20 |
|
|
2024
Q2 | $1.84M | Sell |
10,622
-2,291
| -18% | -$396K | 0.92% | 20 |
|
|
2024
Q1 | $2.47M | Buy |
+12,913
| New | +$2.47M | 1.26% | 19 |
|