RPWA
Regent Peak Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $570K | Buy |
2,293
+17
| +0.7% | +$4.23K | 0.13% | 75 |
|
|
2024
Q4 | $500K | Buy |
2,276
+13
| +0.6% | +$2.86K | 0.11% | 86 |
|
|
2024
Q3 | $500K | Buy |
2,263
+37
| +2% | +$8.18K | 0.11% | 88 |
|
|
2024
Q2 | $385K | Sell |
2,226
-124
| -5% | -$21.4K | 0.09% | 105 |
|
|
2024
Q1 | $449K | Sell |
2,350
-1
| -0% | -$191 | 0.11% | 92 |
|
|
2023
Q4 | $385K | Buy |
2,351
+43
| +2% | +$7.03K | 0.1% | 97 |
|
|
2023
Q3 | $324K | Sell |
2,308
-64
| -3% | -$8.98K | 0.1% | 104 |
|
|
2023
Q2 | $317K | Sell |
2,372
-76
| -3% | -$10.2K | 0.09% | 102 |
|
|
2023
Q1 | $321K | Sell |
2,448
-44
| -2% | -$5.77K | 0.1% | 100 |
|
|
2022
Q4 | $351K | Sell |
2,492
-86
| -3% | -$12.1K | 0.12% | 104 |
|
|
2022
Q3 | $306K | Sell |
2,578
-122
| -5% | -$14.5K | 0.11% | 112 |
|
|
2022
Q2 | $381K | Buy |
2,700
+456
| +20% | +$64.3K | 0.12% | 99 |
|
|
2022
Q1 | $292K | Buy |
2,244
+293
| +15% | +$38.1K | 0.08% | 129 |
|
|
2021
Q4 | $261K | Sell |
1,951
-5
| -0.3% | -$669 | 0.07% | 141 |
|
|
2021
Q3 | $272K | Buy |
1,956
+71
| +4% | +$9.87K | 0.08% | 138 |
|
|
2021
Q2 | $266K | Buy |
1,885
+77
| +4% | +$10.9K | 0.07% | 139 |
|
|
2021
Q1 | $240K | Buy |
1,808
+71
| +4% | +$9.43K | 0.08% | 136 |
|
|
2020
Q4 | $219K | Sell |
1,737
-584
| -25% | -$73.6K | 0.07% | 135 |
|
|
2020
Q3 | $282K | Sell |
2,321
-113
| -5% | -$13.7K | 0.12% | 98 |
|
|
2020
Q2 | $294K | Sell |
2,434
-112
| -4% | -$13.5K | 0.13% | 92 |
|
|
2020
Q1 | $282K | Sell |
2,546
-545
| -18% | -$60.4K | 0.16% | 88 |
|
|
2019
Q4 | $414K | Buy |
+3,091
| New | +$414K | 0.19% | 82 |
|