CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
4,542
-141
| -3% | -$36.7K | 0.43% | 52 |
|
|
2025
Q1 | $1.12M | Hold |
4,683
| – | – | 0.46% | 48 |
|
|
2024
Q4 | $1.23M | Hold |
4,683
| – | – | 0.46% | 48 |
|
|
2024
Q3 | $966K | Hold |
4,683
| – | – | 0.37% | 61 |
|
|
2024
Q2 | $895K | Hold |
4,683
| – | – | 0.35% | 65 |
|
|
2024
Q1 | $791K | Sell |
4,683
-434
| -8% | -$73.3K | 0.33% | 72 |
|
|
2023
Q4 | $890K | Hold |
5,117
| – | – | 0.37% | 63 |
|
|
2023
Q3 | $701K | Buy |
5,117
+100
| +2% | +$13.7K | 0.33% | 71 |
|
|
2023
Q2 | $724K | Buy |
5,017
+16
| +0.3% | +$2.31K | 0.32% | 72 |
|
|
2023
Q1 | $610K | Sell |
5,001
-132
| -3% | -$16.1K | 0.28% | 82 |
|
|
2022
Q4 | $690K | Buy |
5,133
+9
| +0.2% | +$1.21K | 0.3% | 80 |
|
|
2022
Q3 | $666K | Sell |
5,124
-183
| -3% | -$23.8K | 0.31% | 78 |
|
|
2022
Q2 | $745K | Hold |
5,307
| – | – | 0.34% | 75 |
|
|
2022
Q1 | $678K | Buy |
5,307
+315
| +6% | +$40.2K | 0.28% | 81 |
|
|
2021
Q4 | $679K | Buy |
4,992
+225
| +5% | +$30.6K | 0.29% | 79 |
|
|
2021
Q3 | $594K | Buy |
4,767
+100
| +2% | +$12.5K | 0.24% | 90 |
|
|
2021
Q2 | $648K | Sell |
4,667
-894
| -16% | -$124K | 0.28% | 84 |
|
|
2021
Q1 | $790K | Sell |
5,561
-448
| -7% | -$63.6K | 0.35% | 69 |
|
|
2020
Q4 | $775K | Sell |
6,009
-73
| -1% | -$9.42K | 0.38% | 66 |
|
|
2020
Q3 | $713K | Buy |
6,082
+4,104
| +207% | +$481K | 0.37% | 66 |
|
|
2020
Q2 | $248K | Buy |
+1,978
| New | +$248K | 0.14% | 96 |
|
|
2019
Q3 | – | Sell |
-1,409
| Closed | -$202K | – | 96 |
|
|
2019
Q2 | $202K | Buy |
+1,409
| New | +$202K | 0.12% | 94 |
|