SWA
SOA Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,526
+527
| +18% | +$155K | 0.2% | 77 |
|
|
2025
Q1 | $746K | Buy |
2,999
+60
| +2% | +$14.9K | 0.16% | 84 |
|
|
2024
Q4 | $646K | Sell |
2,939
-201
| -6% | -$44.2K | 0.12% | 98 |
|
|
2024
Q3 | $694K | Buy |
3,140
+139
| +5% | +$30.7K | 0.13% | 93 |
|
|
2024
Q2 | $519K | Buy |
3,001
+300
| +11% | +$51.9K | 0.1% | 110 |
|
|
2024
Q1 | $516K | Buy |
2,701
+7
| +0.3% | +$1.34K | 0.11% | 104 |
|
|
2023
Q4 | $441K | Buy |
2,694
+11
| +0.4% | +$1.8K | 0.1% | 112 |
|
|
2023
Q3 | $376K | Buy |
2,683
+246
| +10% | +$34.5K | 0.09% | 114 |
|
|
2023
Q2 | $326K | Buy |
2,437
+10
| +0.4% | +$1.34K | 0.08% | 128 |
|
|
2023
Q1 | $318K | Sell |
2,427
-220
| -8% | -$28.8K | 0.08% | 121 |
|
|
2022
Q4 | $373K | Sell |
2,647
-4
| -0.2% | -$564 | 0.1% | 105 |
|
|
2022
Q3 | $315K | Buy |
2,651
+13
| +0.5% | +$1.55K | 0.09% | 108 |
|
|
2022
Q2 | $372K | Sell |
2,638
-28
| -1% | -$3.95K | 0.11% | 103 |
|
|
2022
Q1 | $346K | Buy |
2,666
+419
| +19% | +$54.4K | 0.08% | 118 |
|
|
2021
Q4 | $300K | Sell |
2,247
-392
| -15% | -$52.3K | 0.07% | 131 |
|
|
2021
Q3 | $366K | Buy |
2,639
+21
| +0.8% | +$2.91K | 0.09% | 119 |
|
|
2021
Q2 | $383K | Buy |
2,618
+345
| +15% | +$50.5K | 0.1% | 116 |
|
|
2021
Q1 | $302K | Sell |
2,273
-200
| -8% | -$26.6K | 0.08% | 117 |
|
|
2020
Q4 | $302K | Buy |
+2,473
| New | +$302K | 0.08% | 116 |
|