IWA
Icon Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,378
| Closed | -$303K | – | 505 |
|
|
2024
Q4 | $303K | Buy |
+1,378
| New | +$303K | 0.02% | 297 |
|
|
2024
Q2 | – | Sell |
-936
| Closed | -$179K | – | 466 |
|
|
2024
Q1 | $179K | Sell |
936
-2,407
| -72% | -$460K | 0.02% | 356 |
|
|
2023
Q4 | $547K | Buy |
+3,343
| New | +$547K | 0.06% | 176 |
|
|
2022
Q4 | $1.66M | Buy |
11,805
+41
| +0.3% | +$5.78K | 0.19% | 107 |
|
|
2022
Q3 | $1.4M | Buy |
+11,764
| New | +$1.4M | 0.17% | 108 |
|