SUMMIT FINANCIAL WEALTH ADVISORS, LLC – International Business Machines Corporation Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$1.78M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC 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 | Increase | +13.51% | 1.57K shares | 285K | $118.81 | 13.21K |
| Q2 2022 | share | Increase | +227.52% | 8.08K shares | 1.03M | $141.19 | 11.64K |
| Q1 2022 | share | Increase | 0.00% | 3.55K shares | 462K | $130.02 | 3.55K |
| Q3 2021 | share | Decrease | -100.00% | -1.46K shares | -206K | $131.04 | 0 |
| Q2 2021 | share | Decrease | -96.92% | -46.13K shares | -5.52M | $136.68 | 1.46K |
| Q1 2021 | share | Decrease | -0.89% | -429 shares | 142K | $122.87 | 47.60K |
| Q4 2020 | share | Decrease | -9.76% | -5.19K shares | -159K | $114.53 | 48.03K |
| Q3 2020 | share | Decrease | -1.00% | -538 shares | -305K | $109.16 | 53.23K |
| Q2 2020 | share | Increase | +3.69% | 1.91K shares | 359K | $106.96 | 53.76K |
| Q1 2020 | share | Increase | +1.11% | 571 shares | -1.10M | $96.94 | 51.85K |
| Q4 2019 | share | Increase | +9.31% | 4.37K shares | 394K | $115.91 | 51.28K |
| Q3 2019 | share | Increase | +465.87% | 38.62K shares | 5.31M | $124.29 | 46.91K |
| Q2 2019 | share | 0.00% | 0 shares | -45K | $116.52 | 8.29K | |
| Q1 2019 | share | Decrease | -1.86% | -157 shares | 220K | $117.81 | 8.29K |
| Q4 2018 | share | Increase | +17.76% | 1.27K shares | -49K | $93.8 | 8.44K |
| Q3 2018 | share | Increase | +260.87% | 5.18K shares | 675K | $123.21 | 7.17K |
| Q2 2018 | share | Decrease | -16.26% | -386 shares | -56K | $112.61 | 1.98K |
| Q1 2018 | share | Increase | 0.00% | 2.37K shares | 348K | $122.33 | 2.37K |
| Q3 2017 | share | Decrease | -100.00% | -1.84K shares | -271K | $113.38 | 0 |
| Q2 2017 | share | Decrease | -26.35% | -660 shares | -146K | $118.96 | 1.84K |
| Q1 2017 | share | Decrease | -65.47% | -4.75K shares | -734K | $133.36 | 2.50K |
| Q4 2016 | share | Increase | +0.28% | 20 shares | 52K | $126.12 | 7.25K |
| Q3 2016 | share | Decrease | -4.73% | -359 shares | -3K | $119.61 | 7.23K |
| Q2 2016 | share | Decrease | -24.02% | -2.40K shares | -345K | $113.31 | 7.59K |
| Q1 2016 | share | Increase | +1.23% | 121 shares | 148K | $112 | 9.99K |