LWA
Lowe Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Hold |
980
| – | – | 0.11% | 47 |
|
|
2025
Q1 | $244K | Hold |
980
| – | – | 0.1% | 49 |
|
|
2024
Q4 | $215K | Hold |
980
| – | – | 0.09% | 51 |
|
|
2024
Q3 | $217K | Hold |
980
| – | – | 0.09% | 49 |
|
|
2024
Q2 | $169K | Hold |
980
| – | – | 0.08% | 49 |
|
|
2024
Q1 | $187K | Hold |
980
| – | – | 0.09% | 52 |
|
|
2023
Q4 | $160K | Hold |
980
| – | – | 0.08% | 56 |
|
|
2023
Q3 | $137K | Hold |
980
| – | – | 0.07% | 59 |
|
|
2023
Q2 | $131K | Sell |
980
-25
| -2% | -$3.35K | 0.07% | 63 |
|
|
2023
Q1 | $132K | Sell |
1,005
-25
| -2% | -$3.28K | 0.07% | 59 |
|
|
2022
Q4 | $145K | Buy |
1,030
+50
| +5% | +$7.05K | 0.08% | 54 |
|
|
2022
Q3 | $116K | Hold |
980
| – | – | 0.07% | 56 |
|
|
2022
Q2 | $138K | Buy |
980
+947
| +2,870% | +$133K | 0.08% | 52 |
|
|
2022
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 257 |
|
|
2021
Q4 | $4K | Hold |
33
| – | – | ﹤0.01% | 239 |
|
|
2021
Q3 | $5K | Hold |
33
| – | – | ﹤0.01% | 219 |
|
|
2021
Q2 | $5K | Hold |
33
| – | – | ﹤0.01% | 211 |
|
|
2021
Q1 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 216 |
|
|
2015
Q3 | – | Sell |
-400
| Closed | -$65K | – | 237 |
|
|
2015
Q2 | $65K | Sell |
400
-388
| -49% | -$63.1K | 0.04% | 64 |
|
|
2015
Q1 | $126K | Hold |
788
| – | – | 0.09% | 40 |
|
|
2014
Q4 | $126K | Buy |
+788
| New | +$126K | 0.09% | 41 |
|