PWAG
Polaris Wealth Advisory Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $240K | Buy |
+1,708
| New | +$240K | 0.02% | 155 |
|
|
2023
Q2 | – | Sell |
-2,208
| Closed | -$289K | – | 167 |
|
|
2023
Q1 | $289K | Sell |
2,208
-37
| -2% | -$4.85K | 0.02% | 151 |
|
|
2022
Q4 | $326K | Buy |
2,245
+2
| +0.1% | +$291 | 0.02% | 150 |
|
|
2022
Q3 | $264K | Hold |
2,243
| – | – | 0.02% | 143 |
|
|
2022
Q2 | $317K | Buy |
2,243
+300
| +15% | +$42.4K | 0.03% | 118 |
|
|
2022
Q1 | $250K | Buy |
+1,943
| New | +$250K | 0.02% | 139 |
|
|
2020
Q1 | – | Sell |
-1,471
| Closed | -$203K | – | 145 |
|
|
2019
Q4 | $203K | Sell |
1,471
-48
| -3% | -$6.62K | 0.01% | 149 |
|
|
2019
Q3 | $215K | Buy |
1,519
+40
| +3% | +$5.66K | 0.02% | 139 |
|
|
2019
Q2 | $207K | Buy |
+1,479
| New | +$207K | 0.02% | 138 |
|
|
2018
Q4 | – | Sell |
-3,046
| Closed | -$461K | – | 287 |
|
|
2018
Q3 | $461K | Buy |
3,046
+2,696
| +770% | +$408K | 0.03% | 110 |
|
|
2018
Q2 | $54K | Sell |
350
-188
| -35% | -$29K | ﹤0.01% | 129 |
|
|
2018
Q1 | $83K | Buy |
+538
| New | +$83K | 0.01% | 184 |
|
|
2017
Q2 | – | Sell |
-87,783
| Closed | -$15.3M | – | 127 |
|
|
2017
Q1 | $15.3M | Buy |
87,783
+1,826
| +2% | +$318K | 1.67% | 28 |
|
|
2016
Q4 | $14.3M | Sell |
85,957
-1,849
| -2% | -$307K | 1.65% | 28 |
|
|
2016
Q3 | $13.9M | Buy |
87,806
+3,889
| +5% | +$618K | 1.67% | 32 |
|
|
2016
Q2 | $12.7M | Buy |
83,917
+82,506
| +5,847% | +$12.5M | 1.98% | 24 |
|
|
2016
Q1 | $214K | Sell |
1,411
-1,977
| -58% | -$300K | 0.03% | 100 |
|
|
2015
Q4 | $466K | Buy |
+3,388
| New | +$466K | 0.08% | 83 |
|
|
2014
Q2 | – | Sell |
-588
| Closed | -$113K | – | 105 |
|
|
2014
Q1 | $113K | Hold |
588
| – | – | 0.03% | 83 |
|
|
2013
Q4 | $110K | Hold |
588
| – | – | 0.03% | 88 |
|
|
2013
Q3 | $109K | Sell |
588
-1,105
| -65% | -$205K | 0.03% | 76 |
|
|
2013
Q2 | $324K | Buy |
+1,693
| New | +$324K | 0.13% | 55 |
|