CWA
Carolina Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.6K | Buy |
+148
| New | +$43.6K | 0.02% | 99 |
|
|
2025
Q1 | – | Sell |
-69
| Closed | -$15.2K | – | 298 |
|
|
2024
Q4 | $15.2K | Sell |
69
-1,942
| -97% | -$427K | 0.01% | 132 |
|
|
2024
Q3 | $445K | Buy |
2,011
+3
| +0.1% | +$663 | 0.23% | 50 |
|
|
2024
Q2 | $347K | Buy |
2,008
+348
| +21% | +$60.2K | 0.17% | 53 |
|
|
2024
Q1 | $317K | Sell |
1,660
-82
| -5% | -$15.7K | 0.17% | 56 |
|
|
2023
Q4 | $285K | Buy |
1,742
+82
| +5% | +$13.4K | 0.15% | 68 |
|
|
2023
Q3 | $233K | Sell |
1,660
-36
| -2% | -$5.05K | 0.13% | 78 |
|
|
2023
Q2 | $227K | Buy |
1,696
+36
| +2% | +$4.82K | 0.14% | 65 |
|
|
2023
Q1 | $218K | Hold |
1,660
| – | – | 0.13% | 77 |
|
|
2022
Q4 | $234K | Hold |
1,660
| – | – | 0.15% | 69 |
|
|
2022
Q3 | $197K | Sell |
1,660
-37
| -2% | -$4.39K | 0.15% | 69 |
|
|
2022
Q2 | $240K | Buy |
1,697
+37
| +2% | +$5.23K | 0.16% | 74 |
|
|
2022
Q1 | $216K | Hold |
1,660
| – | – | 0.14% | 81 |
|
|
2021
Q4 | $222K | Hold |
1,660
| – | – | 0.13% | 73 |
|
|
2021
Q3 | $231K | Hold |
1,660
| – | – | 0.15% | 48 |
|
|
2021
Q2 | $243K | Sell |
1,660
-43
| -3% | -$6.3K | 0.16% | 48 |
|
|
2021
Q1 | $227K | Hold |
1,703
| – | – | 0.17% | 45 |
|
|
2020
Q4 | $214K | Buy |
1,703
+43
| +3% | +$5.4K | 0.17% | 48 |
|
|
2020
Q3 | $202K | Hold |
1,660
| – | – | 0.18% | 49 |
|
|
2020
Q2 | $200K | Hold |
1,660
| – | – | 0.19% | 49 |
|
|
2020
Q1 | $184K | Sell |
1,660
-412
| -20% | -$45.7K | 0.21% | 49 |
|
|
2019
Q4 | $278K | Buy |
+2,072
| New | +$278K | 0.26% | 41 |
|