NWA
Navis Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Hold |
2,991
| – | – | 0.74% | 27 |
|
|
2025
Q1 | $744K | Hold |
2,991
| – | – | 0.73% | 30 |
|
|
2024
Q4 | $658K | Buy |
2,991
+37
| +1% | +$8.13K | 0.72% | 32 |
|
|
2024
Q3 | $653K | Sell |
2,954
-40
| -1% | -$8.84K | 0.71% | 36 |
|
|
2024
Q2 | $518K | Sell |
2,994
-6
| -0.2% | -$1.04K | 0.59% | 41 |
|
|
2024
Q1 | $573K | Buy |
3,000
+49
| +2% | +$9.36K | 0.69% | 37 |
|
|
2023
Q4 | $483K | Sell |
2,951
-40
| -1% | -$6.54K | 0.63% | 37 |
|
|
2023
Q3 | $420K | Hold |
2,991
| – | – | 0.61% | 38 |
|
|
2023
Q2 | $400K | Hold |
2,991
| – | – | 0.37% | 42 |
|
|
2023
Q1 | $392K | Buy |
2,991
+40
| +1% | +$5.24K | 0.43% | 42 |
|
|
2022
Q4 | $416K | Hold |
2,951
| – | – | 0.59% | 35 |
|
|
2022
Q3 | $351K | Hold |
2,951
| – | – | 0.54% | 39 |
|
|
2022
Q2 | $417K | Hold |
2,951
| – | – | 0.45% | 52 |
|
|
2022
Q1 | $384K | Sell |
2,951
-40
| -1% | -$5.21K | 0.34% | 62 |
|
|
2021
Q4 | $400K | Hold |
2,991
| – | – | 0.34% | 59 |
|
|
2021
Q3 | $416K | Hold |
2,991
| – | – | 0.29% | 58 |
|
|
2021
Q2 | $438K | Hold |
2,991
| – | – | 0.37% | 57 |
|
|
2021
Q1 | $399K | Buy |
2,991
+500
| +20% | +$66.7K | 0.31% | 57 |
|
|
2020
Q4 | $314K | Buy |
+2,491
| New | +$314K | 0.28% | 65 |
|