JWCA
J.W. Coons Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07M | Buy |
23,990
+3,682
| +18% | +$1.09M | 1.6% | 10 |
|
|
2025
Q1 | $5.05M | Buy |
20,308
+500
| +3% | +$124K | 1.33% | 14 |
|
|
2024
Q4 | $4.35M | Buy |
19,808
+197
| +1% | +$43.3K | 1.12% | 22 |
|
|
2024
Q3 | $4.34M | Buy |
19,611
+290
| +2% | +$64.1K | 1.08% | 21 |
|
|
2024
Q2 | $3.34M | Sell |
19,321
-412
| -2% | -$71.3K | 0.81% | 30 |
|
|
2024
Q1 | $3.77M | Buy |
19,733
+1,357
| +7% | +$259K | 0.85% | 26 |
|
|
2023
Q4 | $3.01M | Hold |
18,376
| – | – | 0.81% | 29 |
|
|
2023
Q3 | $2.58M | Sell |
18,376
-1,792
| -9% | -$251K | 0.74% | 35 |
|
|
2023
Q2 | $2.7M | Sell |
20,168
-430
| -2% | -$57.5K | 0.74% | 35 |
|
|
2023
Q1 | $2.7M | Sell |
20,598
-400
| -2% | -$52.4K | 0.78% | 35 |
|
|
2022
Q4 | $2.96M | Buy |
20,998
+3,112
| +17% | +$438K | 0.88% | 30 |
|
|
2022
Q3 | $2.13M | Buy |
17,886
+1,509
| +9% | +$179K | 0.8% | 38 |
|
|
2022
Q2 | $2.31M | Buy |
16,377
+100
| +0.6% | +$14.1K | 0.82% | 35 |
|
|
2022
Q1 | $2.12M | Buy |
16,277
+952
| +6% | +$124K | 0.63% | 46 |
|
|
2021
Q4 | $2.05M | Buy |
15,325
+200
| +1% | +$26.7K | 0.62% | 45 |
|
|
2021
Q3 | $2.1M | Sell |
15,125
-200
| -1% | -$27.8K | 0.72% | 41 |
|
|
2021
Q2 | $2.25M | Buy |
15,325
+100
| +0.7% | +$14.7K | 0.8% | 38 |
|
|
2021
Q1 | $2.03M | Sell |
15,225
-220
| -1% | -$29.3K | 0.73% | 39 |
|
|
2020
Q4 | $1.95M | Sell |
15,445
-280
| -2% | -$35.3K | 0.75% | 40 |
|
|
2020
Q3 | $1.91M | Sell |
15,725
-327
| -2% | -$39.8K | 0.8% | 35 |
|
|
2020
Q2 | $1.94M | Sell |
16,052
-1,450
| -8% | -$175K | 0.86% | 34 |
|
|
2020
Q1 | $1.94M | Buy |
+17,502
| New | +$1.94M | 1.02% | 24 |
|