PWA
Physician Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
451
+19
| +4% | +$5.6K | 0.02% | 235 |
|
|
2025
Q1 | $107K | Buy |
432
+23
| +6% | +$5.72K | 0.02% | 243 |
|
|
2024
Q4 | $89.8K | Buy |
+409
| New | +$89.8K | 0.02% | 270 |
|
|
2023
Q1 | – | Sell |
-1,528
| Closed | -$216K | – | 153 |
|
|
2022
Q4 | $216K | Buy |
+1,528
| New | +$216K | 0.06% | 142 |
|
|
2022
Q3 | – | Sell |
-1,528
| Closed | -$202K | – | 150 |
|
|
2022
Q2 | $202K | Buy |
1,528
+1
| +0.1% | +$132 | 0.06% | 145 |
|
|
2022
Q1 | $210K | Sell |
1,527
-1,454
| -49% | -$200K | 0.06% | 146 |
|
|
2021
Q4 | $402K | Hold |
2,981
| – | – | 0.11% | 98 |
|
|
2021
Q3 | $431K | Hold |
2,981
| – | – | 0.12% | 90 |
|
|
2021
Q2 | $420K | Buy |
+2,981
| New | +$420K | 0.12% | 91 |
|
|
2020
Q3 | – | Sell |
-3,835
| Closed | -$487K | – | 131 |
|
|
2020
Q2 | $487K | Sell |
3,835
-1,381
| -26% | -$175K | 0.2% | 72 |
|
|
2020
Q1 | $622K | Buy |
5,216
+1,100
| +27% | +$131K | 0.31% | 48 |
|
|
2019
Q4 | $562K | Sell |
4,116
-1,097
| -21% | -$150K | 0.25% | 56 |
|
|
2019
Q3 | $709K | Buy |
+5,213
| New | +$709K | 0.35% | 43 |
|