CWC
Carolinas Wealth Consulting’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,444
| Closed | -$359K | – | 428 |
|
|
2025
Q1 | $359K | Sell |
1,444
-11
| -0.8% | -$2.74K | 0.08% | 125 |
|
|
2024
Q4 | $320K | Sell |
1,455
-1,058
| -42% | -$232K | 0.06% | 144 |
|
|
2024
Q3 | $555K | Buy |
2,513
+35
| +1% | +$7.74K | 0.1% | 102 |
|
|
2024
Q2 | $428K | Sell |
2,478
-1,364
| -36% | -$236K | 0.08% | 115 |
|
|
2024
Q1 | $734K | Sell |
3,842
-5,580
| -59% | -$1.07M | 0.14% | 74 |
|
|
2023
Q4 | $359K | Buy |
9,422
+50
| +0.5% | +$1.91K | 0.08% | 110 |
|
|
2023
Q3 | $311K | Sell |
9,372
-882
| -9% | -$29.3K | 0.08% | 111 |
|
|
2023
Q2 | $406K | Buy |
10,254
+27
| +0.3% | +$1.07K | 0.08% | 114 |
|
|
2023
Q1 | $395K | Buy |
10,227
+12
| +0.1% | +$463 | 0.08% | 118 |
|
|
2022
Q4 | $422K | Buy |
10,215
+324
| +3% | +$13.4K | 0.1% | 113 |
|
|
2022
Q3 | $318K | Buy |
9,891
+25
| +0.3% | +$804 | 0.08% | 117 |
|
|
2022
Q2 | $374K | Buy |
9,866
+7,262
| +279% | +$275K | 0.09% | 105 |
|
|
2022
Q1 | $339K | Buy |
2,604
+1,210
| +87% | +$158K | 0.07% | 118 |
|
|
2021
Q4 | $186K | Buy |
1,394
+50
| +4% | +$6.67K | 0.04% | 178 |
|
|
2021
Q3 | $187K | Buy |
1,344
+5
| +0.4% | +$696 | 0.04% | 166 |
|
|
2021
Q2 | $196K | Buy |
1,339
+15
| +1% | +$2.2K | 0.04% | 166 |
|
|
2021
Q1 | $176K | Buy |
1,324
+17
| +1% | +$2.26K | 0.04% | 181 |
|
|
2020
Q4 | $165K | Buy |
1,307
+438
| +50% | +$55.3K | 0.04% | 168 |
|
|
2020
Q3 | $106K | Buy |
869
+82
| +10% | +$10K | 0.04% | 194 |
|
|
2020
Q2 | $95K | Buy |
+787
| New | +$95K | 0.04% | 153 |
|