SWA
Sutton Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $214K | Buy |
1,523
+33
| +2% | +$4.63K | 0.11% | 103 |
|
|
2023
Q2 | $199K | Sell |
1,490
-47
| -3% | -$6.29K | 0.1% | 109 |
|
|
2023
Q1 | $202K | Sell |
1,537
-1,443
| -48% | -$189K | 0.11% | 104 |
|
|
2022
Q4 | $420K | Sell |
2,980
-144
| -5% | -$20.3K | 0.16% | 100 |
|
|
2022
Q3 | $371K | Buy |
3,124
+201
| +7% | +$23.9K | 0.15% | 100 |
|
|
2022
Q2 | $413K | Buy |
2,923
+25
| +0.9% | +$3.53K | 0.16% | 93 |
|
|
2022
Q1 | $377K | Sell |
2,898
-16
| -0.5% | -$2.08K | 0.13% | 111 |
|
|
2021
Q4 | $390K | Buy |
2,914
+2
| +0.1% | +$267 | 0.13% | 115 |
|
|
2021
Q3 | $405K | Buy |
2,912
+46
| +2% | +$6.39K | 0.15% | 104 |
|
|
2021
Q2 | $420K | Buy |
2,866
+5
| +0.2% | +$733 | 0.15% | 102 |
|
|
2021
Q1 | $381K | Buy |
2,861
+42
| +1% | +$5.6K | 0.15% | 109 |
|
|
2020
Q4 | $355K | Buy |
2,819
+7
| +0.2% | +$881 | 0.15% | 111 |
|
|
2020
Q3 | $342K | Buy |
2,812
+5
| +0.2% | +$608 | 0.17% | 98 |
|
|
2020
Q2 | $339K | Sell |
2,807
-19
| -0.7% | -$2.3K | 0.18% | 98 |
|
|
2020
Q1 | $314K | Buy |
2,826
+29
| +1% | +$3.22K | 0.2% | 90 |
|
|
2019
Q4 | $375K | Hold |
2,797
| – | – | 0.19% | 90 |
|
|
2019
Q3 | $407K | Hold |
2,797
| – | – | 0.23% | 79 |
|
|
2019
Q2 | $386K | Sell |
2,797
-4
| -0.1% | -$552 | 0.22% | 80 |
|
|
2019
Q1 | $395K | Sell |
2,801
-1,512
| -35% | -$213K | 0.23% | 77 |
|
|
2018
Q4 | $490K | Sell |
4,313
-62
| -1% | -$7.05K | 0.32% | 59 |
|
|
2018
Q3 | $662K | Buy |
4,375
+87
| +2% | +$13.2K | 0.43% | 36 |
|
|
2018
Q2 | $599K | Hold |
4,288
| – | – | 0.42% | 41 |
|
|
2018
Q1 | $658K | Buy |
4,288
+400
| +10% | +$61.4K | 0.47% | 35 |
|
|
2017
Q4 | $597K | Hold |
3,888
| – | – | 0.44% | 41 |
|
|
2017
Q3 | $564K | Buy |
3,888
+7
| +0.2% | +$1.02K | 0.43% | 42 |
|
|
2017
Q2 | $597K | Sell |
3,881
-22
| -0.6% | -$3.38K | 0.47% | 40 |
|
|
2017
Q1 | $680K | Buy |
3,903
+3
| +0.1% | +$522 | 0.57% | 29 |
|
|
2016
Q4 | $647K | Buy |
3,900
+29
| +0.7% | +$4.81K | 0.58% | 26 |
|
|
2016
Q3 | $615K | Buy |
3,871
+4
| +0.1% | +$635 | 0.56% | 28 |
|
|
2016
Q2 | $587K | Buy |
3,867
+4
| +0.1% | +$607 | 0.55% | 28 |
|
|
2016
Q1 | $585K | Buy |
+3,863
| New | +$585K | 0.56% | 27 |
|