PWA
Primoris Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Hold |
1,437
| – | – | 0.29% | 65 |
|
|
2025
Q1 | $357K | Hold |
1,437
| – | – | 0.28% | 70 |
|
|
2024
Q4 | $316K | Hold |
1,437
| – | – | 0.24% | 71 |
|
|
2024
Q3 | $318K | Hold |
1,437
| – | – | 0.23% | 80 |
|
|
2024
Q2 | $249K | Sell |
1,437
-50
| -3% | -$8.65K | 0.2% | 86 |
|
|
2024
Q1 | $284K | Buy |
1,487
+15
| +1% | +$2.86K | 0.23% | 79 |
|
|
2023
Q4 | $241K | Hold |
1,472
| – | – | 0.23% | 76 |
|
|
2023
Q3 | $207K | Buy |
+1,472
| New | +$207K | 0.25% | 66 |
|
|
2023
Q1 | – | Sell |
-1,470
| Closed | -$207K | – | 71 |
|
|
2022
Q4 | $207K | Buy |
+1,470
| New | +$207K | 0.32% | 54 |
|
|
2022
Q3 | – | Sell |
-1,553
| Closed | -$218K | – | 64 |
|
|
2022
Q2 | $218K | Buy |
+1,553
| New | +$218K | 0.31% | 65 |
|