SFWA
Summit Financial Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.87M | Sell |
19,570
-381
| -2% | -$94.7K | 0.97% | 27 |
|
|
2024
Q4 | $5.2M | Sell |
19,951
-500
| -2% | -$130K | 1.02% | 27 |
|
|
2024
Q3 | $4.52M | Hold |
20,451
| – | – | 0.85% | 29 |
|
|
2024
Q2 | $3.54M | Buy |
20,451
+842
| +4% | +$146K | 0.72% | 31 |
|
|
2024
Q1 | $3.74M | Buy |
19,609
+67
| +0.3% | +$12.8K | 0.76% | 31 |
|
|
2023
Q4 | $3.2M | Buy |
19,542
+675
| +4% | +$110K | 0.73% | 32 |
|
|
2023
Q3 | $2.81M | Buy |
18,867
+500
| +3% | +$74.4K | 0.69% | 32 |
|
|
2023
Q2 | $2.46M | Buy |
18,367
+5,205
| +40% | +$696K | 0.57% | 38 |
|
|
2023
Q1 | $1.73M | Sell |
13,162
-50
| -0.4% | -$6.56K | 0.41% | 41 |
|
|
2022
Q4 | $1.86M | Hold |
13,212
| – | – | 0.45% | 41 |
|
|
2022
Q3 | $1.78M | Buy |
13,212
+1,572
| +14% | +$212K | 0.51% | 37 |
|
|
2022
Q2 | $1.5M | Buy |
11,640
+8,086
| +228% | +$1.04M | 0.36% | 45 |
|
|
2022
Q1 | $462K | Buy |
+3,554
| New | +$462K | 0.09% | 84 |
|
|
2021
Q3 | – | Sell |
-1,402
| Closed | -$206K | – | 131 |
|
|
2021
Q2 | $206K | Sell |
1,402
-44,110
| -97% | -$6.48M | 0.05% | 119 |
|
|
2021
Q1 | $5.73M | Sell |
45,512
-410
| -0.9% | -$51.6K | 1.46% | 22 |
|
|
2020
Q4 | $5.59M | Sell |
45,922
-4,967
| -10% | -$604K | 1.52% | 21 |
|
|
2020
Q3 | $5.75M | Sell |
50,889
-514
| -1% | -$58K | 1.53% | 21 |
|
|
2020
Q2 | $6.05M | Buy |
51,403
+1,827
| +4% | +$215K | 1.61% | 20 |
|
|
2020
Q1 | $5.69M | Buy |
49,576
+546
| +1% | +$62.7K | 1.79% | 13 |
|
|
2019
Q4 | $6.8M | Buy |
49,030
+4,178
| +9% | +$579K | 1.65% | 13 |
|
|
2019
Q3 | $6.4M | Buy |
44,852
+36,926
| +466% | +$5.27M | 1.57% | 14 |
|
|
2019
Q2 | $1.09M | Hold |
7,926
| – | – | 0.27% | 67 |
|
|
2019
Q1 | $1.14M | Sell |
7,926
-150
| -2% | -$21.5K | 0.3% | 62 |
|
|
2018
Q4 | $918K | Buy |
8,076
+1,218
| +18% | +$138K | 0.3% | 58 |
|
|
2018
Q3 | $967K | Buy |
6,858
+4,958
| +261% | +$699K | 0.29% | 60 |
|
|
2018
Q2 | $292K | Sell |
1,900
-369
| -16% | -$56.7K | 0.1% | 107 |
|
|
2018
Q1 | $348K | Buy |
+2,269
| New | +$348K | 0.11% | 101 |
|
|
2017
Q3 | – | Sell |
-1,763
| Closed | -$271K | – | 143 |
|
|
2017
Q2 | $271K | Sell |
1,763
-631
| -26% | -$97K | 0.11% | 121 |
|
|
2017
Q1 | $417K | Sell |
2,394
-4,541
| -65% | -$791K | 0.18% | 99 |
|
|
2016
Q4 | $1.15M | Buy |
6,935
+19
| +0.3% | +$3.15K | 0.51% | 55 |
|
|
2016
Q3 | $1.1M | Sell |
6,916
-344
| -5% | -$54.7K | 0.48% | 53 |
|
|
2016
Q2 | $1.1M | Sell |
7,260
-2,295
| -24% | -$348K | 0.46% | 55 |
|
|
2016
Q1 | $1.45M | Buy |
9,555
+116
| +1% | +$17.6K | 0.63% | 41 |
|
|
2015
Q4 | $1.3M | Buy |
9,439
+7,929
| +525% | +$1.09M | 0.59% | 44 |
|
|
2015
Q3 | $218K | Sell |
1,510
-633
| -30% | -$91.4K | 0.14% | 74 |
|
|
2015
Q2 | $348K | Buy |
2,143
+15
| +0.7% | +$2.44K | 0.22% | 69 |
|
|
2015
Q1 | $367K | Hold |
2,128
| – | – | 0.25% | 55 |
|
|
2014
Q4 | $341K | Buy |
+2,128
| New | +$341K | 0.24% | 51 |
|