IWA
IBEX Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Sell |
63,996
-4,978
| -7% | -$1.47M | 2.01% | 7 |
|
|
2025
Q1 | $17.2M | Buy |
68,974
+4,775
| +7% | +$1.19M | 2.27% | 7 |
|
|
2024
Q4 | $14.1M | Buy |
+64,199
| New | +$14.1M | 1.66% | 9 |
|
|
2024
Q3 | – | Sell |
-42,376
| Closed | -$7.33M | – | 164 |
|
|
2024
Q2 | $7.33M | Buy |
42,376
+13,986
| +49% | +$2.42M | 1.14% | 24 |
|
|
2024
Q1 | $4M | Buy |
28,390
+28,349
| +69,144% | +$3.99M | 1.08% | 35 |
|
|
2023
Q4 | $6.7K | Sell |
41
-41,442
| -100% | -$6.77M | 1.46% | 21 |
|
|
2023
Q3 | $5.82M | Buy |
+41,483
| New | +$5.82M | 1.48% | 24 |
|
|
2023
Q1 | $3.89M | Buy |
29,660
+1,270
| +4% | +$166K | 1.01% | 37 |
|
|
2022
Q4 | $4M | Buy |
28,390
+247
| +0.9% | +$34.8K | 0.9% | 37 |
|
|
2022
Q3 | $3.34M | Buy |
28,143
+257
| +0.9% | +$30.5K | 0.87% | 41 |
|
|
2022
Q2 | $3.94M | Buy |
27,886
+24,932
| +844% | +$3.52M | 0.91% | 41 |
|
|
2022
Q1 | $384K | Buy |
+2,954
| New | +$384K | 0.07% | 128 |
|
|
2019
Q3 | – | Sell |
-133
| Closed | -$18K | – | 192 |
|
|
2019
Q2 | $18K | Buy |
+133
| New | +$18K | 0.01% | 274 |
|
|
2017
Q2 | – | Sell |
-17,939
| Closed | -$3.1M | – | 136 |
|
|
2017
Q1 | $3.1M | Buy |
17,939
+1,616
| +10% | +$279K | 1.91% | 21 |
|
|
2016
Q4 | $2.78M | Buy |
+16,323
| New | +$2.78M | 1.33% | 28 |
|