IWA

Inspirion Wealth Advisors’s IBM IBM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$243K	Sell	825 -50	-6%	-$14.7K	0.03%	141
2025 Q1	$218K	Buy	+875	New	+$218K	0.03%	140
2021 Q2	–	Sell	-1,906	Closed	-$254K	–	89
2021 Q1	$254K	Hold	1,906	–	–	0.07%	78
2020 Q4	$240K	Hold	1,906	–	–	0.07%	75
2020 Q3	$232K	Hold	1,906	–	–	0.08%	72
2020 Q2	$230K	Hold	1,906	–	–	0.09%	71
2020 Q1	$211K	Buy	1,906 +120	+7%	+$13.3K	0.1%	67
2019 Q4	$239K	Hold	1,786	–	–	0.08%	70
2019 Q3	$260K	Hold	1,786	–	–	0.11%	65
2019 Q2	$246K	Hold	1,786	–	–	0.11%	65
2019 Q1	$252K	Hold	1,786	–	–	0.11%	65
2018 Q4	$203K	Sell	1,786 -200	-10%	-$22.7K	0.1%	69
2018 Q3	$300K	Sell	1,986 -400	-17%	-$60.4K	0.13%	59
2018 Q2	$333K	Hold	2,386	–	–	0.16%	54
2018 Q1	$366K	Sell	2,386 -25	-1%	-$3.84K	0.18%	47
2017 Q4	$370K	Hold	2,411	–	–	0.18%	43
2017 Q3	$350K	Sell	2,411 -700	-23%	-$102K	0.18%	44
2017 Q2	$479K	Hold	3,111	–	–	0.26%	39
2017 Q1	$542K	Hold	3,111	–	–	0.31%	33
2016 Q4	$516K	Buy	3,111 +441	+17%	+$73.1K	0.33%	34
2016 Q3	$424K	Buy	2,670 +50	+2%	+$7.94K	0.28%	40
2016 Q2	$398K	Hold	2,620	–	–	0.26%	41
2016 Q1	$397K	Hold	2,620	–	–	0.28%	39
2015 Q4	$361K	Sell	2,620 -1,600	-38%	-$220K	0.26%	41
2015 Q3	$612K	Buy	4,220 +612	+17%	+$88.8K	0.48%	28
2015 Q2	$587K	Sell	3,608 -200	-5%	-$32.5K	0.43%	26
2015 Q1	$611K	Hold	3,808	–	–	0.49%	27
2014 Q4	$611K	Buy	+3,808	New	+$611K	0.57%	26