PWA
Phoenix Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Hold |
2,231
| – | – | 0.28% | 70 |
|
|
2025
Q1 | $555K | Buy |
2,231
+58
| +3% | +$14.4K | 0.24% | 72 |
|
|
2024
Q4 | $478K | Buy |
2,173
+195
| +10% | +$42.9K | 0.21% | 77 |
|
|
2024
Q3 | $437K | Hold |
1,978
| – | – | 0.2% | 78 |
|
|
2024
Q2 | $342K | Buy |
1,978
+13
| +0.7% | +$2.25K | 0.17% | 94 |
|
|
2024
Q1 | $375K | Hold |
1,965
| – | – | 0.23% | 81 |
|
|
2023
Q4 | $317K | Sell |
1,965
-75
| -4% | -$12.1K | 0.22% | 89 |
|
|
2023
Q3 | $286K | Sell |
2,040
-105
| -5% | -$14.7K | 0.17% | 89 |
|
|
2023
Q2 | $287K | Hold |
2,145
| – | – | 0.17% | 89 |
|
|
2023
Q1 | $281K | Buy |
2,145
+50
| +2% | +$6.55K | 0.17% | 83 |
|
|
2022
Q4 | $295K | Hold |
2,095
| – | – | 0.18% | 81 |
|
|
2022
Q3 | $249K | Hold |
2,095
| – | – | 0.25% | 87 |
|
|
2022
Q2 | $296K | Buy |
+2,095
| New | +$296K | 0.29% | 81 |
|
|
2022
Q1 | – | Sell |
-1,990
| Closed | -$266K | – | 109 |
|
|
2021
Q4 | $266K | Buy |
1,990
+290
| +17% | +$38.8K | 0.2% | 96 |
|
|
2021
Q3 | $236K | Hold |
1,700
| – | – | 0.18% | 101 |
|
|
2021
Q2 | $236K | Hold |
1,700
| – | – | 0.17% | 108 |
|
|
2021
Q1 | $226K | Sell |
1,700
-100
| -6% | -$13.3K | 0.18% | 106 |
|
|
2020
Q4 | $227K | Buy |
+1,800
| New | +$227K | 0.17% | 99 |
|