WAOI
Wealth Advisors of Iowa’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
1,401
+9
| +0.6% | +$2.65K | 0.15% | 51 |
|
|
2025
Q1 | $346K | Buy |
1,392
+9
| +0.7% | +$2.24K | 0.15% | 52 |
|
|
2024
Q4 | $304K | Sell |
1,383
-92
| -6% | -$20.2K | 0.15% | 48 |
|
|
2024
Q3 | $326K | Buy |
1,475
+11
| +0.8% | +$2.43K | 0.17% | 44 |
|
|
2024
Q2 | $253K | Sell |
1,464
-5
| -0.3% | -$864 | 0.14% | 42 |
|
|
2024
Q1 | $281K | Buy |
1,469
+32
| +2% | +$6.11K | 0.17% | 50 |
|
|
2023
Q4 | $235K | Buy |
+1,437
| New | +$235K | 0.16% | 51 |
|
|
2023
Q3 | – | Sell |
-1,657
| Closed | -$222K | – | 62 |
|
|
2023
Q2 | $222K | Buy |
1,657
+17
| +1% | +$2.27K | 0.16% | 53 |
|
|
2023
Q1 | $215K | Sell |
1,640
-664
| -29% | -$87K | 0.17% | 51 |
|
|
2022
Q4 | $325K | Sell |
2,304
-2,120
| -48% | -$299K | 0.27% | 42 |
|
|
2022
Q3 | $525K | Sell |
4,424
-9,415
| -68% | -$1.12M | 0.49% | 21 |
|
|
2022
Q2 | $1.91M | Buy |
13,839
+9,432
| +214% | +$1.3M | 0.33% | 25 |
|
|
2022
Q1 | $573K | Buy |
4,407
+1,515
| +52% | +$197K | 0.29% | 35 |
|
|
2021
Q4 | $386K | Sell |
2,892
-75
| -3% | -$10K | 0.21% | 38 |
|
|
2021
Q3 | $412K | Buy |
2,967
+1,602
| +117% | +$222K | 0.22% | 35 |
|
|
2021
Q2 | $200K | Buy |
+1,365
| New | +$200K | 0.1% | 52 |
|