PWA
Provenance Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
4,288
-30
| -0.7% | -$8.84K | 0.18% | 28 |
|
|
2025
Q1 | $1.07M | Sell |
4,318
-645
| -13% | -$160K | 0.15% | 32 |
|
|
2024
Q4 | $1.09M | Sell |
4,963
-5,440
| -52% | -$1.2M | 0.14% | 44 |
|
|
2024
Q3 | $2.3M | Buy |
10,403
+171
| +2% | +$37.8K | 0.29% | 28 |
|
|
2024
Q2 | $1.77M | Sell |
10,232
-205
| -2% | -$35.5K | 0.25% | 31 |
|
|
2024
Q1 | $1.99M | Buy |
10,437
+295
| +3% | +$56.3K | 0.28% | 26 |
|
|
2023
Q4 | $1.66M | Buy |
10,142
+3,327
| +49% | +$544K | 0.22% | 31 |
|
|
2023
Q3 | $956K | Buy |
+6,815
| New | +$956K | 0.15% | 54 |
|