WAS
WESPAC Advisors SoCal’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
7,521
+359
| +5% | +$106K | 0.49% | 54 |
|
|
2025
Q1 | $1.78M | Buy |
+7,162
| New | +$1.78M | 0.46% | 50 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | -$1K | – | 178 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 321 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 320 |
|
|
2018
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 293 |
|
|
2018
Q2 | – | Sell |
-235
| Closed | -$36K | – | 159 |
|
|
2018
Q1 | $36K | Sell |
235
-423
| -64% | -$64.8K | 0.02% | 124 |
|
|
2017
Q4 | $100K | Buy |
658
+10
| +2% | +$1.52K | 0.06% | 101 |
|
|
2017
Q3 | $94K | Hold |
648
| – | – | 0.06% | 106 |
|
|
2017
Q2 | $99K | Hold |
648
| – | – | 0.06% | 103 |
|
|
2017
Q1 | $113K | Sell |
648
-78
| -11% | -$13.6K | 0.07% | 99 |
|
|
2016
Q4 | $121K | Hold |
726
| – | – | 0.08% | 96 |
|
|
2016
Q3 | $115K | Buy |
726
+649
| +843% | +$103K | 0.08% | 93 |
|
|
2016
Q2 | $11.7K | Sell |
77
-672
| -90% | -$102K | 0.01% | 194 |
|
|
2016
Q1 | $114K | Buy |
749
+555
| +286% | +$84.1K | 0.08% | 85 |
|
|
2015
Q4 | $26K | Buy |
+194
| New | +$26K | 0.02% | 148 |
|