SWA
SFMG Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
4,667
+1
| +0% | +$295 | 0.1% | 88 |
|
|
2025
Q1 | $1.16M | Buy |
4,666
+13
| +0.3% | +$3.23K | 0.09% | 95 |
|
|
2024
Q4 | $1.02M | Sell |
4,653
-2
| -0% | -$440 | 0.08% | 99 |
|
|
2024
Q3 | $1.03M | Sell |
4,655
-27
| -0.6% | -$5.97K | 0.08% | 93 |
|
|
2024
Q2 | $810K | Sell |
4,682
-242
| -5% | -$41.9K | 0.07% | 102 |
|
|
2024
Q1 | $940K | Buy |
4,924
+39
| +0.8% | +$7.45K | 0.08% | 93 |
|
|
2023
Q4 | $799K | Sell |
4,885
-166
| -3% | -$27.1K | 0.07% | 99 |
|
|
2023
Q3 | $709K | Sell |
5,051
-545
| -10% | -$76.5K | 0.07% | 101 |
|
|
2023
Q2 | $749K | Buy |
5,596
+147
| +3% | +$19.7K | 0.08% | 101 |
|
|
2023
Q1 | $714K | Sell |
5,449
-398
| -7% | -$52.2K | 0.08% | 104 |
|
|
2022
Q4 | $824K | Sell |
5,847
-60
| -1% | -$8.45K | 0.09% | 99 |
|
|
2022
Q3 | $694K | Buy |
5,907
+17
| +0.3% | +$2K | 0.08% | 101 |
|
|
2022
Q2 | $832K | Buy |
5,890
+585
| +11% | +$82.6K | 0.1% | 94 |
|
|
2022
Q1 | $690K | Sell |
5,305
-99
| -2% | -$12.9K | 0.07% | 114 |
|
|
2021
Q4 | $722K | Buy |
5,404
+1,045
| +24% | +$140K | 0.07% | 120 |
|
|
2021
Q3 | $606K | Buy |
4,359
+567
| +15% | +$78.8K | 0.07% | 123 |
|
|
2021
Q2 | $556K | Buy |
3,792
+29
| +0.8% | +$4.25K | 0.06% | 139 |
|
|
2021
Q1 | $502K | Sell |
3,763
-129
| -3% | -$17.2K | 0.06% | 140 |
|
|
2020
Q4 | $490K | Buy |
3,892
+160
| +4% | +$20.1K | 0.06% | 128 |
|
|
2020
Q3 | $454K | Buy |
3,732
+1,122
| +43% | +$136K | 0.06% | 115 |
|
|
2020
Q2 | $315K | Sell |
2,610
-117
| -4% | -$14.1K | 0.04% | 119 |
|
|
2020
Q1 | $302K | Sell |
2,727
-164
| -6% | -$18.2K | 0.05% | 96 |
|
|
2019
Q4 | $387K | Buy |
2,891
+40
| +1% | +$5.36K | 0.05% | 115 |
|
|
2019
Q3 | $415K | Sell |
2,851
-449
| -14% | -$65.4K | 0.06% | 100 |
|
|
2019
Q2 | $500K | Sell |
3,300
-737
| -18% | -$112K | 0.07% | 90 |
|
|
2019
Q1 | $570K | Buy |
4,037
+1,711
| +74% | +$242K | 0.08% | 69 |
|
|
2018
Q4 | $264K | Sell |
2,326
-22
| -0.9% | -$2.5K | 0.04% | 112 |
|
|
2018
Q3 | $272K | Buy |
+2,348
| New | +$272K | 0.04% | 106 |
|
|
2018
Q2 | – | Sell |
-1,434
| Closed | -$220K | – | 156 |
|
|
2018
Q1 | $220K | Buy |
1,434
+112
| +8% | +$17.2K | 0.04% | 130 |
|
|
2017
Q4 | $203K | Buy |
+1,322
| New | +$203K | 0.03% | 136 |
|
|
2017
Q3 | – | Sell |
-1,301
| Closed | -$200K | – | 129 |
|
|
2017
Q2 | $200K | Buy |
1,301
+69
| +6% | +$10.6K | 0.04% | 117 |
|
|
2017
Q1 | $215K | Sell |
1,232
-114
| -8% | -$19.9K | 0.04% | 110 |
|
|
2016
Q4 | $223K | Hold |
1,346
| – | – | 0.05% | 106 |
|
|
2016
Q3 | $214K | Hold |
1,346
| – | – | 0.05% | 105 |
|
|
2016
Q2 | $204K | Buy |
+1,346
| New | +$204K | 0.05% | 101 |
|
|
2015
Q4 | – | Sell |
-1,550
| Closed | -$225K | – | 116 |
|
|
2015
Q3 | $225K | Sell |
1,550
-26
| -2% | -$3.77K | 0.05% | 104 |
|
|
2015
Q2 | $256K | Sell |
1,576
-2,010
| -56% | -$326K | 0.06% | 92 |
|
|
2015
Q1 | $576K | Buy |
3,586
+1,975
| +123% | +$317K | 0.05% | 86 |
|
|
2014
Q4 | $259K | Sell |
1,611
-265
| -14% | -$42.6K | 0.06% | 98 |
|
|
2014
Q3 | $356K | Buy |
1,876
+187
| +11% | +$35.5K | 0.11% | 53 |
|
|
2014
Q2 | $306K | Buy |
1,689
+1
| +0.1% | +$181 | 0.11% | 60 |
|
|
2014
Q1 | $325K | Buy |
1,688
+1
| +0.1% | +$193 | 0.11% | 52 |
|
|
2013
Q4 | $316K | Buy |
1,687
+196
| +13% | +$36.7K | 0.11% | 49 |
|
|
2013
Q3 | $276K | Hold |
1,491
| – | – | 0.11% | 52 |
|
|
2013
Q2 | $285K | Buy |
+1,491
| New | +$285K | 0.11% | 53 |
|