CAWM
Capital Advisors Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Buy |
2,836
+336
| +13% | +$99K | 0.13% | 79 |
|
|
2025
Q1 | $622K | Buy |
2,500
+35
| +1% | +$8.7K | 0.11% | 93 |
|
|
2024
Q4 | $542K | Sell |
2,465
-450
| -15% | -$98.9K | 0.1% | 90 |
|
|
2024
Q3 | $644K | Buy |
2,915
+532
| +22% | +$118K | 0.12% | 83 |
|
|
2024
Q2 | $412K | Buy |
2,383
+10
| +0.4% | +$1.73K | 0.08% | 96 |
|
|
2024
Q1 | $453K | Buy |
2,373
+52
| +2% | +$9.93K | 0.09% | 91 |
|
|
2023
Q4 | $380K | Buy |
2,321
+89
| +4% | +$14.6K | 0.09% | 94 |
|
|
2023
Q3 | $313K | Buy |
2,232
+187
| +9% | +$26.2K | 0.08% | 101 |
|
|
2023
Q2 | $274K | Buy |
2,045
+161
| +9% | +$21.5K | 0.07% | 103 |
|
|
2023
Q1 | $247K | Sell |
1,884
-78
| -4% | -$10.2K | 0.07% | 112 |
|
|
2022
Q4 | $276K | Buy |
1,962
+8
| +0.4% | +$1.13K | 0.08% | 99 |
|
|
2022
Q3 | $232K | Buy |
1,954
+64
| +3% | +$7.6K | 0.08% | 104 |
|
|
2022
Q2 | $267K | Buy |
1,890
+349
| +23% | +$49.3K | 0.09% | 92 |
|
|
2022
Q1 | $200K | Buy |
+1,541
| New | +$200K | 0.06% | 118 |
|