NWA
New World Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Buy |
2,026
+588
| +41% | +$173K | 0.13% | 29 |
|
|
2025
Q1 | $358K | Sell |
1,438
-4
| -0.3% | -$995 | 0.08% | 54 |
|
|
2024
Q4 | $317K | Hold |
1,442
| – | – | 0.08% | 50 |
|
|
2024
Q3 | $319K | Buy |
1,442
+10
| +0.7% | +$2.21K | 0.08% | 52 |
|
|
2024
Q2 | $248K | Buy |
1,432
+132
| +10% | +$22.8K | 0.07% | 60 |
|
|
2024
Q1 | $248K | Sell |
1,300
-10
| -0.8% | -$1.91K | 0.07% | 61 |
|
|
2023
Q4 | $214K | Buy |
+1,310
| New | +$214K | 0.07% | 64 |
|
|
2021
Q3 | – | Sell |
-4,153
| Closed | -$609K | – | 92 |
|
|
2021
Q2 | $609K | Buy |
+4,153
| New | +$609K | 0.41% | 60 |
|