W Advisors LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Sell |
1,937
-57
| -3% | -$16.8K | 0.33% | 68 |
|
|
2025
Q1 | $496K | Buy |
1,994
+23
| +1% | +$5.72K | 0.31% | 74 |
|
|
2024
Q4 | $433K | Buy |
1,971
+12
| +0.6% | +$2.64K | 0.27% | 76 |
|
|
2024
Q3 | $433K | Buy |
1,959
+12
| +0.6% | +$2.65K | 0.27% | 73 |
|
|
2024
Q2 | $337K | Buy |
1,947
+14
| +0.7% | +$2.42K | 0.22% | 85 |
|
|
2024
Q1 | $369K | Buy |
1,933
+10
| +0.5% | +$1.91K | 0.25% | 77 |
|
|
2023
Q4 | $315K | Buy |
1,923
+234
| +14% | +$38.3K | 0.23% | 82 |
|
|
2023
Q3 | $237K | Sell |
1,689
-213
| -11% | -$29.9K | 0.19% | 91 |
|
|
2023
Q2 | $255K | Hold |
1,902
| – | – | 0.2% | 93 |
|
|
2023
Q1 | $249K | Buy |
1,902
+175
| +10% | +$22.9K | 0.21% | 91 |
|
|
2022
Q4 | $243K | Sell |
1,727
-353
| -17% | -$49.7K | 0.2% | 95 |
|
|
2022
Q3 | $247K | Sell |
2,080
-22
| -1% | -$2.61K | 0.23% | 83 |
|
|
2022
Q2 | $297K | Buy |
+2,102
| New | +$297K | 0.26% | 76 |
|
|
2022
Q1 | – | Sell |
-1,533
| Closed | -$205K | – | 111 |
|
|
2021
Q4 | $205K | Buy |
+1,533
| New | +$205K | 0.15% | 100 |
|