JWA
JFS Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Sell |
12,992
-594
| -4% | -$175K | 0.24% | 67 |
|
|
2025
Q1 | $3.38M | Buy |
13,586
+3,622
| +36% | +$901K | 0.23% | 66 |
|
|
2024
Q4 | $2.19M | Buy |
9,964
+122
| +1% | +$26.8K | 0.15% | 85 |
|
|
2024
Q3 | $2.18M | Sell |
9,842
-977
| -9% | -$216K | 0.15% | 90 |
|
|
2024
Q2 | $1.87M | Sell |
10,819
-978
| -8% | -$169K | 0.15% | 81 |
|
|
2024
Q1 | $2.25M | Sell |
11,797
-471
| -4% | -$89.9K | 0.18% | 75 |
|
|
2023
Q4 | $2.01M | Sell |
12,268
-552
| -4% | -$90.3K | 0.17% | 77 |
|
|
2023
Q3 | $1.8M | Sell |
12,820
-106
| -0.8% | -$14.9K | 0.17% | 85 |
|
|
2023
Q2 | $1.73M | Buy |
12,926
+42
| +0.3% | +$5.62K | 0.16% | 89 |
|
|
2023
Q1 | $1.69M | Sell |
12,884
-4
| -0% | -$524 | 0.16% | 89 |
|
|
2022
Q4 | $1.82M | Buy |
12,888
+3,227
| +33% | +$455K | 0.18% | 85 |
|
|
2022
Q3 | $1.15M | Buy |
9,661
+568
| +6% | +$67.5K | 0.13% | 100 |
|
|
2022
Q2 | $1.28M | Buy |
9,093
+280
| +3% | +$39.5K | 0.14% | 90 |
|
|
2022
Q1 | $1.15M | Buy |
8,813
+117
| +1% | +$15.2K | 0.11% | 108 |
|
|
2021
Q4 | $1.16M | Buy |
8,696
+611
| +8% | +$81.6K | 0.11% | 110 |
|
|
2021
Q3 | $1.12M | Buy |
8,085
+1,085
| +16% | +$151K | 0.12% | 109 |
|
|
2021
Q2 | $1.03M | Sell |
7,000
-350
| -5% | -$51.3K | 0.15% | 89 |
|
|
2021
Q1 | $979K | Sell |
7,350
-393
| -5% | -$52.3K | 0.2% | 76 |
|
|
2020
Q4 | $975K | Buy |
7,743
+1,306
| +20% | +$164K | 0.2% | 76 |
|
|
2020
Q3 | $783K | Buy |
6,437
+200
| +3% | +$24.3K | 0.19% | 76 |
|
|
2020
Q2 | $753K | Buy |
6,237
+2,100
| +51% | +$254K | 0.2% | 74 |
|
|
2020
Q1 | $459K | Sell |
4,137
-4,750
| -53% | -$527K | 0.14% | 87 |
|
|
2019
Q4 | $1.19M | Sell |
8,887
-403
| -4% | -$54K | 0.29% | 64 |
|
|
2019
Q3 | $1.35M | Buy |
9,290
+1,051
| +13% | +$153K | 0.34% | 57 |
|
|
2019
Q2 | $1.14M | Buy |
8,239
+752
| +10% | +$104K | 0.29% | 62 |
|
|
2019
Q1 | $1.06M | Sell |
7,487
-164
| -2% | -$23.1K | 0.28% | 69 |
|
|
2018
Q4 | $870K | Buy |
7,651
+2,943
| +63% | +$335K | 0.23% | 74 |
|
|
2018
Q3 | $712K | Sell |
4,708
-17
| -0.4% | -$2.57K | 0.18% | 80 |
|
|
2018
Q2 | $660K | Sell |
4,725
-247
| -5% | -$34.5K | 0.17% | 80 |
|
|
2018
Q1 | $763K | Sell |
4,972
-235
| -5% | -$36.1K | 0.2% | 72 |
|
|
2017
Q4 | $799K | Sell |
5,207
-40
| -0.8% | -$6.14K | 0.2% | 74 |
|
|
2017
Q3 | $761K | Sell |
5,247
-142
| -3% | -$20.6K | 0.2% | 69 |
|
|
2017
Q2 | $829K | Sell |
5,389
-7
| -0.1% | -$1.08K | 0.23% | 65 |
|
|
2017
Q1 | $896K | Hold |
5,396
| – | – | 0.24% | 71 |
|
|
2016
Q4 | $896K | Sell |
5,396
-829
| -13% | -$138K | 0.24% | 71 |
|
|
2016
Q3 | $989K | Sell |
6,225
-497
| -7% | -$79K | 0.28% | 67 |
|
|
2016
Q2 | $1.02M | Sell |
6,722
-408
| -6% | -$61.9K | 0.28% | 69 |
|
|
2016
Q1 | $1.08M | Sell |
7,130
-319
| -4% | -$48.3K | 0.32% | 63 |
|
|
2015
Q4 | $1.03M | Buy |
7,449
+281
| +4% | +$38.7K | 0.3% | 64 |
|
|
2015
Q3 | $1.04M | Sell |
7,168
-493
| -6% | -$71.5K | 0.46% | 52 |
|
|
2015
Q2 | $1.25M | Sell |
7,661
-26
| -0.3% | -$4.23K | 0.64% | 38 |
|
|
2015
Q1 | $1.23M | Buy |
7,687
+875
| +13% | +$140K | 0.58% | 37 |
|
|
2014
Q4 | $1.09M | Buy |
6,812
+1,053
| +18% | +$169K | 0.17% | 31 |
|
|
2014
Q3 | $1.09M | Sell |
5,759
-544
| -9% | -$103K | 0.19% | 29 |
|
|
2014
Q2 | $1.14M | Sell |
6,303
-1,362
| -18% | -$247K | 0.21% | 30 |
|
|
2014
Q1 | $1.48M | Sell |
7,665
-1,151
| -13% | -$222K | 0.82% | 27 |
|
|
2013
Q4 | $1.65M | Buy |
8,816
+678
| +8% | +$127K | 0.72% | 32 |
|
|
2013
Q3 | $1.51M | Buy |
8,138
+1,647
| +25% | +$305K | 0.7% | 32 |
|
|
2013
Q2 | $1.24M | Buy |
+6,491
| New | +$1.24M | 0.62% | 39 |
|