LRWA
Long Run Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
6,032
-591
| -9% | -$174K | 0.37% | 47 |
|
|
2025
Q1 | $1.65M | Buy |
6,623
+410
| +7% | +$102K | 0.37% | 47 |
|
|
2024
Q4 | $1.37M | Sell |
6,213
-362
| -6% | -$79.6K | 0.33% | 53 |
|
|
2024
Q3 | $1.45M | Sell |
6,575
-1,200
| -15% | -$265K | 0.34% | 50 |
|
|
2024
Q2 | $1.34M | Sell |
7,775
-103
| -1% | -$17.8K | 0.34% | 55 |
|
|
2024
Q1 | $1.5M | Buy |
7,878
+1
| +0% | +$191 | 0.4% | 50 |
|
|
2023
Q4 | $1.29M | Sell |
7,877
-711
| -8% | -$116K | 0.37% | 50 |
|
|
2023
Q3 | $1.2M | Sell |
8,588
-223
| -3% | -$31.3K | 0.39% | 49 |
|
|
2023
Q2 | $1.18M | Sell |
8,811
-1,546
| -15% | -$207K | 0.38% | 52 |
|
|
2023
Q1 | $1.36M | Buy |
10,357
+72
| +0.7% | +$9.44K | 0.46% | 53 |
|
|
2022
Q4 | $1.45M | Buy |
10,285
+318
| +3% | +$44.8K | 0.52% | 48 |
|
|
2022
Q3 | $1.18M | Buy |
9,967
+1,482
| +17% | +$176K | 0.47% | 48 |
|
|
2022
Q2 | $1.2M | Sell |
8,485
-654
| -7% | -$92.3K | 0.46% | 49 |
|
|
2022
Q1 | $1.19M | Buy |
9,139
+570
| +7% | +$74.1K | 0.42% | 51 |
|
|
2021
Q4 | $1.14M | Buy |
+8,569
| New | +$1.14M | 0.4% | 55 |
|