WPA
West Paces Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Hold |
1,500
| – | – | 0.09% | 96 |
|
|
2025
Q1 | $373K | Sell |
1,500
-21
| -1% | -$5.22K | 0.09% | 102 |
|
|
2024
Q4 | $334K | Hold |
1,521
| – | – | 0.08% | 106 |
|
|
2024
Q3 | $336K | Buy |
1,521
+1,300
| +588% | +$287K | 0.08% | 107 |
|
|
2024
Q2 | $38.2K | Sell |
221
-52
| -19% | -$8.99K | 0.01% | 247 |
|
|
2024
Q1 | $52.1K | Buy |
273
+21
| +8% | +$4.01K | 0.01% | 226 |
|
|
2023
Q4 | $41.2K | Buy |
252
+32
| +15% | +$5.23K | 0.01% | 241 |
|
|
2023
Q3 | $30.9K | Sell |
220
-22
| -9% | -$3.09K | 0.01% | 256 |
|
|
2023
Q2 | $32.4K | Sell |
242
-58
| -19% | -$7.76K | 0.01% | 260 |
|
|
2023
Q1 | $39.3K | Buy |
300
+42
| +16% | +$5.51K | 0.01% | 243 |
|
|
2022
Q4 | $36.4K | Hold |
258
| – | – | 0.01% | 239 |
|
|
2022
Q3 | $30.7K | Hold |
258
| – | – | 0.01% | 244 |
|
|
2022
Q2 | $36.4K | Hold |
258
| – | – | 0.01% | 242 |
|
|
2022
Q1 | $33.5K | Sell |
258
-36
| -12% | -$4.68K | 0.01% | 262 |
|
|
2021
Q4 | $39.3K | Sell |
294
-309
| -51% | -$41.3K | 0.01% | 254 |
|
|
2021
Q3 | $83.8K | Buy |
603
+403
| +202% | +$56K | 0.03% | 175 |
|
|
2021
Q2 | $29.3K | Hold |
200
| – | – | 0.01% | 248 |
|
|
2021
Q1 | $26.7K | Hold |
200
| – | – | 0.01% | 240 |
|
|
2020
Q4 | $25.2K | Hold |
200
| – | – | 0.01% | 233 |
|
|
2020
Q3 | $24.3K | Hold |
200
| – | – | 0.01% | 228 |
|
|
2020
Q2 | $24.2K | Hold |
200
| – | – | 0.01% | 235 |
|
|
2020
Q1 | $22.2K | Sell |
200
-77
| -28% | -$8.54K | 0.01% | 232 |
|
|
2019
Q4 | $37.1K | Hold |
277
| – | – | 0.02% | 217 |
|
|
2019
Q3 | $40.3K | Sell |
277
-60
| -18% | -$8.73K | 0.02% | 198 |
|
|
2019
Q2 | $46.5K | Sell |
337
-50
| -13% | -$6.9K | 0.03% | 180 |
|
|
2019
Q1 | $54.6K | Hold |
387
| – | – | 0.04% | 169 |
|
|
2018
Q4 | $44K | Sell |
387
-50
| -11% | -$5.68K | 0.03% | 184 |
|
|
2018
Q3 | $66.1K | Sell |
437
-100
| -19% | -$15.1K | 0.05% | 157 |
|
|
2018
Q2 | $75K | Buy |
537
+200
| +59% | +$27.9K | 0.06% | 145 |
|
|
2018
Q1 | $51.7K | Hold |
337
| – | – | 0.04% | 166 |
|
|
2017
Q4 | $51.7K | Hold |
337
| – | – | 0.04% | 178 |
|
|
2017
Q3 | $48.9K | Sell |
337
-92
| -21% | -$13.3K | 0.04% | 175 |
|
|
2017
Q2 | $66K | Sell |
429
-468
| -52% | -$72K | 0.05% | 155 |
|
|
2017
Q1 | $156K | Hold |
897
| – | – | 0.12% | 113 |
|
|
2016
Q4 | $149K | Buy |
+897
| New | +$149K | 0.14% | 116 |
|