WAAG
Wealth Alliance Advisory Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
1,307
-115
| -8% | -$33.9K | 0.07% | 129 |
|
|
2025
Q1 | $354K | Sell |
1,422
-495
| -26% | -$123K | 0.07% | 132 |
|
|
2024
Q4 | $421K | Sell |
1,917
-325
| -14% | -$71.4K | 0.09% | 116 |
|
|
2024
Q3 | $496K | Sell |
2,242
-3,301
| -60% | -$730K | 0.1% | 111 |
|
|
2024
Q2 | $959K | Sell |
5,543
-254
| -4% | -$43.9K | 0.22% | 74 |
|
|
2024
Q1 | $1.11M | Buy |
5,797
+950
| +20% | +$181K | 0.26% | 60 |
|
|
2023
Q4 | $793K | Sell |
4,847
-195
| -4% | -$31.9K | 0.21% | 70 |
|
|
2023
Q3 | $707K | Sell |
5,042
-760
| -13% | -$107K | 0.21% | 69 |
|
|
2023
Q2 | $776K | Buy |
5,802
+322
| +6% | +$43.1K | 0.27% | 59 |
|
|
2023
Q1 | $718K | Buy |
5,480
+1,730
| +46% | +$227K | 0.27% | 60 |
|
|
2022
Q4 | $528K | Buy |
3,750
+886
| +31% | +$125K | 0.2% | 75 |
|
|
2022
Q3 | $340K | Buy |
2,864
+603
| +27% | +$71.6K | 0.15% | 92 |
|
|
2022
Q2 | $319K | Buy |
2,261
+289
| +15% | +$40.8K | 0.15% | 100 |
|
|
2022
Q1 | $256K | Sell |
1,972
-34
| -2% | -$4.41K | 0.11% | 122 |
|
|
2021
Q4 | $268K | Buy |
2,006
+302
| +18% | +$40.3K | 0.12% | 128 |
|
|
2021
Q3 | $237K | Buy |
1,704
+183
| +12% | +$25.5K | 0.12% | 122 |
|
|
2021
Q2 | $223K | Sell |
1,521
-50
| -3% | -$7.33K | 0.11% | 135 |
|
|
2021
Q1 | $209K | Buy |
+1,571
| New | +$209K | 0.11% | 137 |
|
|
2020
Q1 | – | Sell |
-1,495
| Closed | -$200K | – | 128 |
|
|
2019
Q4 | $200K | Sell |
1,495
-205
| -12% | -$27.4K | 0.11% | 126 |
|
|
2019
Q3 | $243K | Hold |
1,700
| – | – | 0.15% | 103 |
|
|
2019
Q2 | $244K | Hold |
1,700
| – | – | 0.15% | 102 |
|
|
2019
Q1 | $234K | Buy |
+1,700
| New | +$234K | 0.15% | 105 |
|