San Luis Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
5,298
+3
| +0.1% | +$884 | 0.34% | 50 |
|
|
2025
Q1 | $1.32M | Sell |
5,295
-497
| -9% | -$124K | 0.3% | 50 |
|
|
2024
Q4 | $1.27M | Sell |
5,792
-855
| -13% | -$188K | 0.24% | 49 |
|
|
2024
Q3 | $1.47M | Buy |
6,647
+696
| +12% | +$154K | 0.3% | 43 |
|
|
2024
Q2 | $1.03M | Buy |
+5,951
| New | +$1.03M | 0.25% | 48 |
|
|
2023
Q3 | – | Sell |
-5,637
| Closed | -$754K | – | 104 |
|
|
2023
Q2 | $754K | Sell |
5,637
-212
| -4% | -$28.4K | 0.27% | 92 |
|
|
2023
Q1 | $767K | Buy |
+5,849
| New | +$767K | 0.29% | 97 |
|
|
2022
Q2 | – | Sell |
-10,595
| Closed | -$1.42M | – | 235 |
|
|
2022
Q1 | $1.42M | Buy |
+10,595
| New | +$1.42M | 0.69% | 33 |
|
|
2021
Q4 | – | Sell |
-16,755
| Closed | -$2.23M | – | 112 |
|
|
2021
Q3 | $2.23M | Buy |
+16,755
| New | +$2.23M | 1.24% | 18 |
|
|
2020
Q4 | $875K | Buy |
+7,272
| New | +$875K | 0.56% | 45 |
|