International Private Wealth Advisors’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Sell
1,191
-460
-28% -$136K 0.3% 97
2025
Q1
$411K Buy
1,651
+68
+4% +$16.9K 0.39% 66
2024
Q4
$348K Sell
1,583
-17
-1% -$3.74K 0.35% 81
2024
Q3
$354K Sell
1,600
-86
-5% -$19K 0.52% 61
2024
Q2
$292K Sell
1,686
-599
-26% -$104K 0.49% 73
2024
Q1
$436K Buy
2,285
+883
+63% +$169K 0.84% 31
2023
Q4
$229K Buy
+1,402
New +$229K 0.23% 80