PWA
Providence Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
10,565
-313
| -3% | -$78.9K | 1.83% | 15 |
|
|
2025
Q1 | $2.7M | Sell |
10,878
-175
| -2% | -$43.4K | 2.05% | 14 |
|
|
2024
Q4 | $2.46M | Sell |
11,053
-245
| -2% | -$54.5K | 1.86% | 14 |
|
|
2024
Q3 | $2.63M | Hold |
11,298
| – | – | 1.94% | 14 |
|
|
2024
Q2 | $1.97M | Sell |
11,298
-753
| -6% | -$131K | 1.57% | 19 |
|
|
2024
Q1 | $2.28M | Sell |
12,051
-9,057
| -43% | -$1.71M | 1.94% | 15 |
|
|
2023
Q4 | $3.68M | Buy |
21,108
+9,986
| +90% | +$1.74M | 3.32% | 6 |
|
|
2023
Q3 | $1.56M | Sell |
11,122
-39
| -0.3% | -$5.49K | 1.75% | 16 |
|
|
2023
Q2 | $1.5M | Buy |
11,161
+135
| +1% | +$18.1K | 1.66% | 21 |
|
|
2023
Q1 | $1.39M | Sell |
11,026
-881
| -7% | -$111K | 1.03% | 34 |
|
|
2022
Q4 | $1.68M | Sell |
11,907
-94
| -0.8% | -$13.3K | 1.25% | 27 |
|
|
2022
Q3 | $1.67M | Sell |
12,001
-273
| -2% | -$37.9K | 1.24% | 25 |
|
|
2022
Q2 | $1.69M | Buy |
12,274
+792
| +7% | +$109K | 1.22% | 30 |
|
|
2022
Q1 | $1.49M | Buy |
11,482
+542
| +5% | +$70.5K | 0.96% | 33 |
|
|
2021
Q4 | $1.49M | Buy |
10,940
+601
| +6% | +$81.7K | 0.93% | 36 |
|
|
2021
Q3 | $1.47M | Sell |
10,339
-65
| -0.6% | -$9.23K | 1.02% | 31 |
|
|
2021
Q2 | $1.45M | Buy |
10,404
+393
| +4% | +$54.8K | 0.99% | 33 |
|
|
2021
Q1 | $1.33M | Buy |
10,011
+1,121
| +13% | +$149K | 0.98% | 37 |
|
|
2020
Q4 | $1.11M | Sell |
8,890
-983
| -10% | -$122K | 0.92% | 38 |
|
|
2020
Q3 | $1.2M | Buy |
9,873
+1,018
| +11% | +$124K | 1.19% | 31 |
|
|
2020
Q2 | $1.07M | Buy |
8,855
+95
| +1% | +$11.5K | 1.09% | 31 |
|
|
2020
Q1 | $961K | Sell |
8,760
-612
| -7% | -$67.1K | 1.16% | 31 |
|
|
2019
Q4 | $1.25M | Buy |
9,372
+626
| +7% | +$83.3K | 1.15% | 32 |
|
|
2019
Q3 | $1.27M | Sell |
8,746
-8
| -0.1% | -$1.16K | 1.14% | 33 |
|
|
2019
Q2 | $1.22M | Sell |
8,754
-242
| -3% | -$33.8K | 1.14% | 34 |
|
|
2019
Q1 | $1.28M | Buy |
8,996
+227
| +3% | +$32.2K | 1.2% | 33 |
|
|
2018
Q4 | $991K | Buy |
+8,769
| New | +$991K | 1.1% | 35 |
|