WMA
Wealth Management Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
5,099
+11
| +0.2% | +$3.24K | 0.59% | 39 |
|
|
2025
Q1 | $1.27M | Buy |
5,088
+26
| +0.5% | +$6.47K | 0.54% | 41 |
|
|
2024
Q4 | $1.11M | Sell |
5,062
-136
| -3% | -$29.9K | 0.48% | 47 |
|
|
2024
Q3 | $1.15M | Buy |
5,198
+46
| +0.9% | +$10.2K | 0.51% | 44 |
|
|
2024
Q2 | $891K | Hold |
5,152
| – | – | 0.42% | 54 |
|
|
2024
Q1 | $891K | Sell |
5,152
-1,240
| -19% | -$214K | 0.42% | 54 |
|
|
2023
Q4 | $1.05M | Buy |
6,392
+65
| +1% | +$10.6K | 0.55% | 44 |
|
|
2023
Q3 | $888K | Sell |
6,327
-385
| -6% | -$54K | 0.52% | 44 |
|
|
2023
Q2 | $898K | Sell |
6,712
-200
| -3% | -$26.8K | 0.51% | 45 |
|
|
2023
Q1 | $906K | Sell |
6,912
-378
| -5% | -$49.6K | 0.56% | 43 |
|
|
2022
Q4 | $1.03M | Sell |
7,290
-1,171
| -14% | -$165K | 0.68% | 34 |
|
|
2022
Q3 | $1.01M | Buy |
8,461
+404
| +5% | +$48K | 0.71% | 34 |
|
|
2022
Q2 | $1.14M | Buy |
8,057
+33
| +0.4% | +$4.66K | 0.78% | 29 |
|
|
2022
Q1 | $1.04M | Buy |
8,024
+385
| +5% | +$50.1K | 0.59% | 38 |
|
|
2021
Q4 | $1.02M | Buy |
7,639
+1,564
| +26% | +$209K | 0.55% | 40 |
|
|
2021
Q3 | $844K | Sell |
6,075
-1,877
| -24% | -$261K | 0.49% | 48 |
|
|
2021
Q2 | $1.17M | Sell |
7,952
-75
| -0.9% | -$11K | 0.66% | 33 |
|
|
2021
Q1 | $1.07M | Sell |
8,027
-752
| -9% | -$100K | 0.68% | 30 |
|
|
2020
Q4 | $1.11M | Sell |
8,779
-373
| -4% | -$47K | 0.73% | 29 |
|
|
2020
Q3 | $1.11M | Buy |
9,152
+3,631
| +66% | +$442K | 0.86% | 27 |
|
|
2020
Q2 | $667K | Buy |
5,521
+49
| +0.9% | +$5.92K | 0.56% | 49 |
|
|
2020
Q1 | $607K | Buy |
5,472
+264
| +5% | +$29.3K | 0.61% | 42 |
|
|
2019
Q4 | $698K | Buy |
5,208
+238
| +5% | +$31.9K | 0.5% | 47 |
|
|
2019
Q3 | $723K | Sell |
4,970
-68
| -1% | -$9.89K | 0.58% | 37 |
|
|
2019
Q2 | $695K | Sell |
5,038
-67
| -1% | -$9.24K | 0.69% | 33 |
|
|
2019
Q1 | $720K | Buy |
5,105
+380
| +8% | +$53.6K | 0.79% | 30 |
|
|
2018
Q4 | $537K | Buy |
+4,725
| New | +$537K | 0.72% | 33 |
|