CWM
C2C Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Hold |
18,029
| – | – | 4.81% | 6 |
|
|
2025
Q1 | $4.48M | Hold |
18,029
| – | – | 4.21% | 8 |
|
|
2024
Q4 | $3.96M | Hold |
18,029
| – | – | 3.67% | 8 |
|
|
2024
Q3 | $3.73M | Hold |
18,029
| – | – | 3.47% | 8 |
|
|
2024
Q2 | $3.12M | Hold |
18,029
| – | – | 3.05% | 9 |
|
|
2024
Q1 | $3.44M | Hold |
18,029
| – | – | 3.42% | 8 |
|
|
2023
Q4 | $2.95M | Sell |
18,029
-29,758
| -62% | -$4.87M | 2.5% | 9 |
|
|
2023
Q3 | $6.72M | Sell |
47,787
-900
| -2% | -$127K | 0.96% | 8 |
|
|
2023
Q2 | $6.55M | Buy |
48,687
+2,785
| +6% | +$375K | 0.87% | 7 |
|
|
2023
Q1 | $5.9M | Buy |
45,902
+11,941
| +35% | +$1.53M | 0.95% | 7 |
|
|
2022
Q4 | $4.82M | Sell |
33,961
-1,105
| -3% | -$157K | 0.83% | 8 |
|
|
2022
Q3 | $4.4M | Sell |
35,066
-90
| -0.3% | -$11.3K | 0.86% | 9 |
|
|
2022
Q2 | $4.6M | Sell |
35,156
-2,089
| -6% | -$273K | 0.84% | 9 |
|
|
2022
Q1 | $5.05M | Sell |
37,245
-2,670
| -7% | -$362K | 0.86% | 10 |
|
|
2021
Q4 | $5.34M | Buy |
+39,915
| New | +$5.34M | 0.77% | 8 |
|