NEWAS
N.E.W. Advisory Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Sell |
17,395
-427
| -2% | -$126K | 0.5% | 28 |
|
|
2025
Q1 | $4.43M | Buy |
17,822
+513
| +3% | +$128K | 0.34% | 46 |
|
|
2024
Q4 | $3.81M | Sell |
17,309
-121
| -0.7% | -$26.6K | 0.36% | 47 |
|
|
2024
Q3 | $3.85M | Sell |
17,430
-967
| -5% | -$214K | 0.38% | 42 |
|
|
2024
Q2 | $3.18M | Sell |
18,397
-17
| -0.1% | -$2.94K | 0.34% | 45 |
|
|
2024
Q1 | $3.52M | Buy |
18,414
+899
| +5% | +$172K | 0.39% | 38 |
|
|
2023
Q4 | $2.86M | Sell |
17,515
-1,150
| -6% | -$188K | 0.35% | 45 |
|
|
2023
Q3 | $2.62M | Buy |
18,665
+297
| +2% | +$41.7K | 0.37% | 43 |
|
|
2023
Q2 | $2.46M | Sell |
18,368
-698
| -4% | -$93.4K | 0.34% | 37 |
|
|
2023
Q1 | $2.5M | Buy |
19,066
+1,509
| +9% | +$198K | 0.36% | 37 |
|
|
2022
Q4 | $2.47M | Buy |
17,557
+863
| +5% | +$122K | 0.39% | 35 |
|
|
2022
Q3 | $1.98M | Buy |
16,694
+5,761
| +53% | +$684K | 0.36% | 36 |
|
|
2022
Q2 | $1.54M | Buy |
10,933
+2,110
| +24% | +$298K | 0.27% | 39 |
|
|
2022
Q1 | $1.18M | Sell |
8,823
-2,832
| -24% | -$378K | 0.22% | 47 |
|
|
2021
Q4 | $1.56M | Buy |
11,655
+405
| +4% | +$54.1K | 0.24% | 43 |
|
|
2021
Q3 | $1.56M | Buy |
11,250
+1,184
| +12% | +$164K | 0.25% | 38 |
|
|
2021
Q2 | $1.48M | Buy |
10,066
+1,278
| +15% | +$187K | 0.25% | 42 |
|
|
2021
Q1 | $1.17M | Buy |
8,788
+4,937
| +128% | +$658K | 0.22% | 48 |
|
|
2020
Q4 | $485K | Buy |
+3,851
| New | +$485K | 0.1% | 89 |
|