CWM
Campbell Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.22M | Buy |
5,537
+3,839
| +226% | +$844K | 0.11% | 24 |
|
|
2024
Q3 | $375K | Buy |
+1,698
| New | +$375K | 0.03% | 44 |
|
|
2024
Q2 | – | Sell |
-4,994
| Closed | -$954K | – | 60 |
|
|
2024
Q1 | $954K | Buy |
4,994
+3,296
| +194% | +$630K | 0.09% | 28 |
|
|
2023
Q4 | $278K | Sell |
1,698
-3,285
| -66% | -$538K | 0.03% | 51 |
|
|
2023
Q3 | $699K | Buy |
4,983
+1,258
| +34% | +$176K | 0.09% | 29 |
|
|
2023
Q2 | $499K | Sell |
3,725
-485
| -12% | -$65K | 0.06% | 36 |
|
|
2023
Q1 | $552K | Sell |
4,210
-77
| -2% | -$10.1K | 0.07% | 37 |
|
|
2022
Q4 | $604K | Buy |
4,287
+4
| +0.1% | +$564 | 0.08% | 33 |
|
|
2022
Q3 | $509K | Buy |
4,283
+2,602
| +155% | +$309K | 0.07% | 36 |
|
|
2022
Q2 | $237K | Sell |
1,681
-1,133
| -40% | -$160K | 0.03% | 51 |
|
|
2022
Q1 | $366K | Sell |
2,814
-174
| -6% | -$22.6K | 0.04% | 41 |
|
|
2021
Q4 | $399K | Sell |
2,988
-68
| -2% | -$9.08K | 0.05% | 39 |
|
|
2021
Q3 | $425K | Sell |
3,056
-40
| -1% | -$5.56K | 0.06% | 32 |
|
|
2021
Q2 | $454K | Sell |
3,096
-11
| -0.4% | -$1.61K | 0.06% | 30 |
|
|
2021
Q1 | $414K | Buy |
3,107
+524
| +20% | +$69.8K | 0.06% | 33 |
|
|
2020
Q4 | $325K | Hold |
2,583
| – | – | 0.05% | 35 |
|
|
2020
Q3 | $314K | Sell |
2,583
-50
| -2% | -$6.08K | 0.05% | 38 |
|
|
2020
Q2 | $318K | Hold |
2,633
| – | – | 0.06% | 36 |
|
|
2020
Q1 | $292K | Buy |
2,633
+719
| +38% | +$79.7K | 0.06% | 33 |
|
|
2019
Q4 | $256K | Buy |
1,914
+51
| +3% | +$6.82K | 0.05% | 58 |
|
|
2019
Q3 | $271K | Sell |
1,863
-55
| -3% | -$8K | 0.06% | 51 |
|
|
2019
Q2 | $265K | Sell |
1,918
-57
| -3% | -$7.88K | 0.06% | 48 |
|
|
2019
Q1 | $279K | Buy |
1,975
+112
| +6% | +$15.8K | 0.07% | 42 |
|
|
2018
Q4 | $212K | Buy |
+1,863
| New | +$212K | 0.07% | 46 |
|