SWA
Sax Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
5,755
+222
| +4% | +$65.4K | 0.1% | 113 |
|
|
2025
Q1 | $1.38M | Buy |
5,533
+982
| +22% | +$244K | 0.1% | 113 |
|
|
2024
Q4 | $1M | Sell |
4,551
-136
| -3% | -$29.9K | 0.08% | 123 |
|
|
2024
Q3 | $1.04M | Buy |
4,687
+465
| +11% | +$103K | 0.09% | 88 |
|
|
2024
Q2 | $730K | Buy |
4,222
+466
| +12% | +$80.6K | 0.07% | 111 |
|
|
2024
Q1 | $717K | Sell |
3,756
-3
| -0.1% | -$573 | 0.08% | 94 |
|
|
2023
Q4 | $615K | Sell |
3,759
-758
| -17% | -$124K | 0.1% | 106 |
|
|
2023
Q3 | $634K | Sell |
4,517
-191
| -4% | -$26.8K | 0.12% | 94 |
|
|
2023
Q2 | $630K | Sell |
4,708
-221
| -4% | -$29.6K | 0.13% | 90 |
|
|
2023
Q1 | $646K | Buy |
4,929
+5
| +0.1% | +$655 | 0.14% | 86 |
|
|
2022
Q4 | $694K | Sell |
4,924
-188
| -4% | -$26.5K | 0.16% | 79 |
|
|
2022
Q3 | $607K | Sell |
5,112
-1
| -0% | -$119 | 0.16% | 82 |
|
|
2022
Q2 | $722K | Sell |
5,113
-116
| -2% | -$16.4K | 0.18% | 76 |
|
|
2022
Q1 | $680K | Sell |
5,229
-665
| -11% | -$86.5K | 0.16% | 81 |
|
|
2021
Q4 | $788K | Buy |
5,894
+864
| +17% | +$116K | 0.16% | 78 |
|
|
2021
Q3 | $699K | Buy |
5,030
+21
| +0.4% | +$2.92K | 0.17% | 81 |
|
|
2021
Q2 | $734K | Buy |
5,009
+145
| +3% | +$21.2K | 0.25% | 70 |
|
|
2021
Q1 | $648K | Buy |
4,864
+1,043
| +27% | +$139K | 0.24% | 78 |
|
|
2020
Q4 | $481K | Buy |
+3,821
| New | +$481K | 0.22% | 78 |
|