IWA
Intercontinental Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $668K | Sell |
4,990
-101
| -2% | -$13.5K | 0.16% | 147 |
|
|
2023
Q1 | $667K | Sell |
5,091
-686
| -12% | -$89.9K | 0.17% | 141 |
|
|
2022
Q4 | $814K | Buy |
5,777
+163
| +3% | +$23K | 0.24% | 100 |
|
|
2022
Q3 | $667K | Sell |
5,614
-777
| -12% | -$92.3K | 0.21% | 108 |
|
|
2022
Q2 | $902K | Sell |
6,391
-62
| -1% | -$8.75K | 0.24% | 94 |
|
|
2022
Q1 | $839K | Buy |
6,453
+2,065
| +47% | +$268K | 0.19% | 105 |
|
|
2021
Q4 | $587K | Hold |
4,388
| – | – | 0.12% | 165 |
|
|
2021
Q3 | $610K | Sell |
4,388
-304
| -6% | -$42.3K | 0.14% | 142 |
|
|
2021
Q2 | $688K | Sell |
4,692
-421
| -8% | -$61.7K | 0.14% | 128 |
|
|
2021
Q1 | $681K | Sell |
5,113
-270
| -5% | -$36K | 0.15% | 116 |
|
|
2020
Q4 | $678K | Sell |
5,383
-1,566
| -23% | -$197K | 0.16% | 113 |
|
|
2020
Q3 | $845K | Buy |
6,949
+657
| +10% | +$79.9K | 0.25% | 81 |
|
|
2020
Q2 | $760K | Sell |
6,292
-1,934
| -24% | -$234K | 0.25% | 86 |
|
|
2020
Q1 | $913K | Buy |
8,226
+4,278
| +108% | +$475K | 0.48% | 49 |
|
|
2019
Q4 | $617K | Sell |
3,948
-4,896
| -55% | -$765K | 0.51% | 36 |
|
|
2019
Q3 | $1.29M | Sell |
8,844
-76
| -0.9% | -$11.1K | 0.79% | 30 |
|
|
2019
Q2 | $1.23M | Sell |
8,920
-131
| -1% | -$18.1K | 0.64% | 32 |
|
|
2019
Q1 | $1.28M | Sell |
9,051
-28
| -0.3% | -$3.95K | 0.63% | 32 |
|
|
2018
Q4 | $1.03M | Sell |
9,079
-647
| -7% | -$73.5K | 0.58% | 35 |
|
|
2018
Q3 | $1.47M | Sell |
9,726
-849
| -8% | -$128K | 0.74% | 31 |
|
|
2018
Q2 | $1.48M | Sell |
10,575
-603
| -5% | -$84.2K | 0.82% | 30 |
|
|
2018
Q1 | $1.72M | Sell |
11,178
-2,153
| -16% | -$330K | 0.99% | 25 |
|
|
2017
Q4 | $2.05M | Sell |
13,331
-2,289
| -15% | -$351K | 1.15% | 23 |
|
|
2017
Q3 | $2.27M | Sell |
15,620
-467
| -3% | -$67.7K | 1.38% | 18 |
|
|
2017
Q2 | $2.48M | Sell |
16,087
-2,504
| -13% | -$385K | 1.59% | 18 |
|
|
2017
Q1 | $3.24M | Buy |
18,591
+86
| +0.5% | +$15K | 1.94% | 16 |
|
|
2016
Q4 | $3.07M | Sell |
18,505
-347
| -2% | -$57.6K | 1.98% | 17 |
|
|
2016
Q3 | $3M | Sell |
18,852
-21
| -0.1% | -$3.34K | 2.13% | 15 |
|
|
2016
Q2 | $2.87M | Sell |
18,873
-373
| -2% | -$56.6K | 2.11% | 17 |
|
|
2016
Q1 | $2.92M | Buy |
19,246
+17,567
| +1,046% | +$2.66M | 2.2% | 14 |
|
|
2015
Q4 | $231K | Buy |
+1,679
| New | +$231K | 0.16% | 110 |
|