LWA
Lineweaver Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Sell |
2,281
-14
| -0.6% | -$4.13K | 0.11% | 110 |
|
|
2025
Q1 | $571K | Sell |
2,295
-26
| -1% | -$6.47K | 0.1% | 108 |
|
|
2024
Q4 | $511K | Buy |
2,321
+4
| +0.2% | +$880 | 0.09% | 109 |
|
|
2024
Q3 | $513K | Buy |
2,317
+7
| +0.3% | +$1.55K | 0.1% | 104 |
|
|
2024
Q2 | $400K | Sell |
2,310
-13
| -0.6% | -$2.25K | 0.08% | 105 |
|
|
2024
Q1 | $444K | Sell |
2,323
-930
| -29% | -$178K | 0.11% | 105 |
|
|
2023
Q4 | $533K | Sell |
3,253
-7,689
| -70% | -$1.26M | 0.14% | 99 |
|
|
2023
Q3 | $1.54M | Sell |
10,942
-5,581
| -34% | -$784K | 0.45% | 46 |
|
|
2023
Q2 | $2.21M | Buy |
16,523
+229
| +1% | +$30.7K | 0.63% | 35 |
|
|
2023
Q1 | $2.14M | Buy |
16,294
+871
| +6% | +$114K | 0.66% | 34 |
|
|
2022
Q4 | $2.17M | Sell |
15,423
-186
| -1% | -$26.2K | 0.66% | 33 |
|
|
2022
Q3 | $1.86M | Buy |
15,609
+14,081
| +922% | +$1.67M | 0.6% | 36 |
|
|
2022
Q2 | $215K | Buy |
+1,528
| New | +$215K | 0.07% | 119 |
|