IWA
IVC Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
6,095
-45
| -0.7% | -$13.3K | 0.88% | 24 |
|
|
2025
Q1 | $1.53M | Sell |
6,140
-15
| -0.2% | -$3.73K | 0.82% | 24 |
|
|
2024
Q4 | $1.35M | Sell |
6,155
-850
| -12% | -$187K | 0.76% | 30 |
|
|
2024
Q3 | $1.55M | Sell |
7,005
-186
| -3% | -$41.1K | 0.85% | 26 |
|
|
2024
Q2 | $1.24M | Buy |
7,191
+293
| +4% | +$50.7K | 0.7% | 35 |
|
|
2024
Q1 | $1.32M | Buy |
6,898
+1,003
| +17% | +$192K | 0.76% | 33 |
|
|
2023
Q4 | $964K | Sell |
5,895
-394
| -6% | -$64.4K | 0.6% | 43 |
|
|
2023
Q3 | $882K | Buy |
6,289
+80
| +1% | +$11.2K | 0.59% | 47 |
|
|
2023
Q2 | $831K | Buy |
6,209
+365
| +6% | +$48.8K | 0.53% | 53 |
|
|
2023
Q1 | $766K | Sell |
5,844
-132
| -2% | -$17.3K | 0.54% | 55 |
|
|
2022
Q4 | $842K | Buy |
5,976
+113
| +2% | +$15.9K | 0.62% | 50 |
|
|
2022
Q3 | $697K | Buy |
5,863
+175
| +3% | +$20.8K | 0.56% | 49 |
|
|
2022
Q2 | $803K | Buy |
5,688
+163
| +3% | +$23K | 0.62% | 42 |
|
|
2022
Q1 | $718K | Buy |
5,525
+222
| +4% | +$28.9K | 0.47% | 56 |
|
|
2021
Q4 | $709K | Sell |
5,303
-935
| -15% | -$125K | 0.46% | 58 |
|
|
2021
Q3 | $867K | Sell |
6,238
-35
| -0.6% | -$4.87K | 0.6% | 45 |
|
|
2021
Q2 | $920K | Buy |
6,273
+340
| +6% | +$49.9K | 0.65% | 40 |
|
|
2021
Q1 | $791K | Buy |
5,933
+100
| +2% | +$13.3K | 0.62% | 45 |
|
|
2020
Q4 | $734K | Buy |
+5,833
| New | +$734K | 0.7% | 42 |
|