LWANC
Laurel Wealth Advisors (North Carolina)’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.46M | Buy |
1,903,116
+1,896,326
| +27,928% | +$6.43M | 0.09% | 129 |
|
|
2025
Q1 | $1.69M | Buy |
6,790
+1
| +0% | +$249 | 0.26% | 84 |
|
|
2024
Q4 | $1.49M | Sell |
6,789
-109
| -2% | -$24K | 0.23% | 91 |
|
|
2024
Q3 | $1.52M | Buy |
6,898
+206
| +3% | +$45.5K | 0.24% | 88 |
|
|
2024
Q2 | $1.16M | Buy |
6,692
+23
| +0.3% | +$3.98K | 0.2% | 99 |
|
|
2024
Q1 | $1.27M | Sell |
6,669
-498
| -7% | -$95.1K | 0.22% | 97 |
|
|
2023
Q4 | $1.17M | Buy |
7,167
+6
| +0.1% | +$981 | 0.22% | 91 |
|
|
2023
Q3 | $1M | Sell |
7,161
-93
| -1% | -$13K | 0.21% | 93 |
|
|
2023
Q2 | $971K | Sell |
7,254
-77
| -1% | -$10.3K | 0.19% | 98 |
|
|
2023
Q1 | $961K | Buy |
7,331
+665
| +10% | +$87.2K | 0.2% | 90 |
|
|
2022
Q4 | $939K | Sell |
6,666
-63
| -0.9% | -$8.88K | 0.21% | 88 |
|
|
2022
Q3 | $799K | Buy |
6,729
+33
| +0.5% | +$3.92K | 0.2% | 91 |
|
|
2022
Q2 | $945K | Sell |
6,696
-149
| -2% | -$21K | 0.23% | 85 |
|
|
2022
Q1 | $890K | Buy |
6,845
+231
| +3% | +$30K | 0.19% | 99 |
|
|
2021
Q4 | $884K | Buy |
6,614
+231
| +4% | +$30.9K | 0.18% | 99 |
|
|
2021
Q3 | $887K | Sell |
6,383
-115
| -2% | -$16K | 0.2% | 95 |
|
|
2021
Q2 | $953K | Buy |
6,498
+457
| +8% | +$67K | 0.21% | 94 |
|
|
2021
Q1 | $805K | Sell |
6,041
-336
| -5% | -$44.8K | 0.2% | 96 |
|
|
2020
Q4 | $803K | Sell |
6,377
-471
| -7% | -$59.3K | 0.21% | 89 |
|
|
2020
Q3 | $833K | Buy |
6,848
+218
| +3% | +$26.5K | 0.25% | 83 |
|
|
2020
Q2 | $801K | Buy |
6,630
+246
| +4% | +$29.7K | 0.26% | 80 |
|
|
2020
Q1 | $708K | Buy |
6,384
+2,218
| +53% | +$246K | 0.27% | 80 |
|
|
2019
Q4 | $558K | Sell |
4,166
-34
| -0.8% | -$4.55K | 0.18% | 98 |
|
|
2019
Q3 | $611K | Sell |
4,200
-292
| -7% | -$42.5K | 0.21% | 93 |
|
|
2019
Q2 | $620K | Hold |
4,492
| – | – | 0.22% | 95 |
|
|
2019
Q1 | $634K | Sell |
4,492
-24
| -0.5% | -$3.39K | 0.23% | 87 |
|
|
2018
Q4 | $513K | Buy |
+4,516
| New | +$513K | 0.21% | 93 |
|