HERITAGE WEALTH ADVISORS – International Business Machines Corporation Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$498,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-15.85%
quarter
International Business Machines Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.41% | -60 shares | -102K | $118.81 | 4.19K |
| Q2 2022 | share | 0.00% | 0 shares | 47K | $141.19 | 4.25K | |
| Q1 2022 | share | Decrease | -17.85% | -924 shares | -139K | $130.02 | 4.25K |
| Q4 2021 | share | Decrease | -4.45% | -241 shares | -27.55K | $133.91 | 5.17K |
| Q3 2021 | share | Increase | +3.60% | 188 shares | -13.42K | $131.04 | 5.41K |
| Q2 2021 | share | Decrease | -2.17% | -116 shares | 51.97K | $136.68 | 5.22K |
| Q1 2021 | share | Decrease | -0.26% | -14 shares | 35.82K | $122.87 | 5.34K |
| Q4 2020 | share | Decrease | -1.31% | -71 shares | 13.41K | $114.53 | 5.35K |
| Q3 2020 | share | 0.00% | 0 shares | 4.67K | $109.16 | 5.43K | |
| Q2 2020 | share | Decrease | -2.00% | -111 shares | 39.32K | $106.96 | 5.43K |
| Q1 2020 | share | Increase | +23.08% | 1.03K shares | 10.68K | $96.94 | 5.54K |
| Q4 2019 | share | Decrease | -2.07% | -95 shares | -61.09K | $115.91 | 4.50K |
| Q3 2019 | share | Increase | +10.72% | 445 shares | 90.67K | $124.29 | 4.59K |
| Q2 2019 | share | 0.00% | 0 shares | -12.70K | $116.52 | 4.15K | |
| Q1 2019 | share | Decrease | -3.31% | -142 shares | 94.02K | $117.81 | 4.15K |
| Q4 2018 | share | Increase | +1.47% | 62 shares | -145K | $93.8 | 4.29K |
| Q3 2018 | share | Decrease | -11.96% | -575 shares | -31K | $123.21 | 4.23K |
| Q2 2018 | share | Decrease | -5.67% | -289 shares | -106K | $112.61 | 4.80K |
| Q1 2018 | share | Decrease | -1.96% | -102 shares | -14K | $122.33 | 5.09K |
| Q4 2017 | share | Increase | +2.00% | 102 shares | 55K | $121.1 | 5.19K |
| Q3 2017 | share | Increase | +1.29% | 65 shares | -34K | $113.38 | 5.09K |
| Q2 2017 | share | Increase | +1.92% | 95 shares | -79K | $118.96 | 5.03K |
| Q1 2017 | share | Decrease | -1.10% | -55 shares | 28K | $133.36 | 4.93K |
| Q4 2016 | share | Decrease | -7.90% | -428 shares | -31K | $126.12 | 4.99K |
| Q3 2016 | share | Decrease | -14.01% | -883 shares | -90K | $119.61 | 5.41K |
| Q2 2016 | share | Increase | +3.80% | 231 shares | 36K | $113.31 | 6.30K |
| Q1 2016 | share | 0.00% | 0 shares | 79K | $112 | 6.07K |