VWA
Valued Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.2K | Buy |
164
+2
| +1% | +$588 | 0.03% | 87 |
|
|
2025
Q1 | $40.2K | Buy |
162
+5
| +3% | +$1.24K | 0.02% | 101 |
|
|
2024
Q4 | $34.5K | Buy |
157
+90
| +134% | +$19.8K | 0.02% | 109 |
|
|
2024
Q3 | $14.8K | Buy |
67
+13
| +24% | +$2.88K | 0.01% | 178 |
|
|
2024
Q2 | $9.34K | Buy |
54
+13
| +32% | +$2.25K | 0.01% | 206 |
|
|
2024
Q1 | $7.83K | Buy |
41
+5
| +14% | +$955 | 0.01% | 212 |
|
|
2023
Q4 | $5.05K | Buy |
+36
| New | +$5.05K | ﹤0.01% | 199 |
|