SVWAG
Sound View Wealth Advisors Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.16M | Sell |
31,082
-479
| -2% | -$141K | 0.68% | 40 |
|
|
2025
Q1 | $7.85M | Sell |
31,561
-288
| -0.9% | -$71.6K | 0.64% | 44 |
|
|
2024
Q4 | $7M | Buy |
31,849
+1,057
| +3% | +$232K | 0.56% | 46 |
|
|
2024
Q3 | $6.81M | Buy |
30,792
+4,054
| +15% | +$896K | 0.56% | 47 |
|
|
2024
Q2 | $4.62M | Buy |
26,738
+448
| +2% | +$77.5K | 0.48% | 52 |
|
|
2024
Q1 | $5.02M | Sell |
26,290
-136
| -0.5% | -$26K | 0.54% | 49 |
|
|
2023
Q4 | $4.32M | Buy |
26,426
+8,123
| +44% | +$1.33M | 0.48% | 53 |
|
|
2023
Q3 | $2.57M | Buy |
18,303
+812
| +5% | +$114K | 0.32% | 74 |
|
|
2023
Q2 | $2.34M | Buy |
17,491
+920
| +6% | +$123K | 0.31% | 77 |
|
|
2023
Q1 | $2.17M | Sell |
16,571
-9,855
| -37% | -$1.29M | 0.3% | 81 |
|
|
2022
Q4 | $4.32M | Buy |
26,426
+13,876
| +111% | +$2.27M | 0.48% | 53 |
|
|
2022
Q3 | $1.49M | Sell |
12,550
-156
| -1% | -$18.5K | 0.33% | 76 |
|
|
2022
Q2 | $1.79M | Sell |
12,706
-359
| -3% | -$50.7K | 0.38% | 70 |
|
|
2022
Q1 | $1.7M | Buy |
13,065
+58
| +0.4% | +$7.54K | 0.32% | 84 |
|
|
2021
Q4 | $1.74M | Buy |
13,007
+727
| +6% | +$97.1K | 0.33% | 73 |
|
|
2021
Q3 | $1.71M | Sell |
12,280
-4,746
| -28% | -$659K | 0.36% | 71 |
|
|
2021
Q2 | $2.5M | Buy |
17,026
+639
| +4% | +$93.7K | 0.52% | 51 |
|
|
2021
Q1 | $2.18M | Buy |
16,387
+1,190
| +8% | +$159K | 0.51% | 55 |
|
|
2020
Q4 | $1.91M | Sell |
15,197
-7,823
| -34% | -$985K | 0.47% | 57 |
|
|
2020
Q3 | $2.8M | Buy |
23,020
+681
| +3% | +$82.9K | 0.74% | 39 |
|
|
2020
Q2 | $2.7M | Buy |
22,339
+1,459
| +7% | +$176K | 0.76% | 40 |
|
|
2020
Q1 | $2.32M | Buy |
20,880
+119
| +0.6% | +$13.2K | 0.8% | 42 |
|
|
2019
Q4 | $2.78M | Sell |
20,761
-1,207
| -5% | -$162K | 0.79% | 42 |
|
|
2019
Q3 | $3.2M | Sell |
21,968
-700
| -3% | -$102K | 0.95% | 35 |
|
|
2019
Q2 | $3.13M | Buy |
+22,668
| New | +$3.13M | 0.92% | 34 |
|