Carson Wealth (CWM LLC)’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.1M | Buy |
122,623
+3,537
| +3% | +$1.04M | 0.13% | 142 |
|
|
2025
Q1 | $29.6M | Sell |
119,086
-18,764
| -14% | -$4.67M | 0.12% | 159 |
|
|
2024
Q4 | $30.3M | Buy |
137,850
+11,196
| +9% | +$2.46M | 0.13% | 146 |
|
|
2024
Q3 | $28M | Buy |
126,654
+6,712
| +6% | +$1.48M | 0.12% | 155 |
|
|
2024
Q2 | $20.7M | Buy |
119,942
+6,418
| +6% | +$1.11M | 0.1% | 196 |
|
|
2024
Q1 | $21.7M | Buy |
113,524
+3,019
| +3% | +$577K | 0.11% | 186 |
|
|
2023
Q4 | $18.1M | Buy |
110,505
+13,242
| +14% | +$2.17M | 0.1% | 199 |
|
|
2023
Q3 | $13.6M | Buy |
97,263
+8,690
| +10% | +$1.22M | 0.08% | 198 |
|
|
2023
Q2 | $11.9M | Buy |
88,573
+25,411
| +40% | +$3.4M | 0.07% | 212 |
|
|
2023
Q1 | $8.28M | Buy |
63,162
+517
| +0.8% | +$67.8K | 0.06% | 241 |
|
|
2022
Q4 | $8.83M | Buy |
62,645
+3,015
| +5% | +$425K | 0.07% | 215 |
|
|
2022
Q3 | $7.09M | Buy |
59,630
+2,600
| +5% | +$309K | 0.06% | 235 |
|
|
2022
Q2 | $8.05M | Buy |
57,030
+4,637
| +9% | +$655K | 0.06% | 227 |
|
|
2022
Q1 | $6.81M | Buy |
52,393
+1,535
| +3% | +$200K | 0.05% | 266 |
|
|
2021
Q4 | $6.8M | Buy |
+50,858
| New | +$6.8M | 0.05% | 266 |
|
|
2021
Q2 | $2M | Hold |
14,239
| – | – | 0.02% | 423 |
|
|
2021
Q1 | $2M | Hold |
14,239
| – | – | 0.02% | 423 |
|
|
2020
Q4 | $2M | Hold |
14,239
| – | – | 0.02% | 423 |
|
|
2020
Q3 | $2M | Hold |
14,239
| – | – | 0.02% | 423 |
|
|
2020
Q2 | $2M | Hold |
14,239
| – | – | 0.02% | 423 |
|
|
2020
Q1 | $2M | Hold |
14,239
| – | – | 0.02% | 423 |
|
|
2019
Q4 | $2M | Hold |
14,239
| – | – | 0.02% | 423 |
|
|
2019
Q3 | $2M | Hold |
14,239
| – | – | 0.02% | 423 |
|
|
2019
Q2 | $2M | Hold |
14,239
| – | – | 0.02% | 423 |
|
|
2019
Q1 | $2M | Buy |
14,239
+5,513
| +63% | +$773K | 0.02% | 423 |
|
|
2018
Q4 | $948K | Sell |
8,726
-97
| -1% | -$10.5K | 0.02% | 379 |
|
|
2018
Q3 | $1.28M | Buy |
8,823
+2,936
| +50% | +$424K | 0.03% | 298 |
|
|
2018
Q2 | $786K | Buy |
5,887
+727
| +14% | +$97.1K | 0.03% | 290 |
|
|
2018
Q1 | $757K | Sell |
5,160
-201
| -4% | -$29.5K | 0.03% | 251 |
|
|
2017
Q4 | $786K | Sell |
5,361
-548
| -9% | -$80.3K | 0.03% | 243 |
|
|
2017
Q3 | $820K | Sell |
5,909
-122,770
| -95% | -$17M | 0.04% | 220 |
|
|
2017
Q2 | $18.9M | Buy |
128,679
+4,846
| +4% | +$713K | 0.97% | 31 |
|
|
2017
Q1 | $20.6M | Buy |
123,833
+20,741
| +20% | +$3.45M | 1.17% | 27 |
|
|
2016
Q4 | $16.4M | Buy |
103,092
+100,645
| +4,113% | +$16M | 1% | 35 |
|
|
2016
Q3 | $372K | Buy |
2,447
+100
| +4% | +$15.2K | 0.03% | 217 |
|
|
2016
Q2 | $341K | Sell |
2,347
-367
| -14% | -$53.3K | 0.02% | 217 |
|
|
2016
Q1 | $393K | Sell |
2,714
-81,594
| -97% | -$11.8M | 0.03% | 199 |
|
|
2015
Q4 | $11.1M | Buy |
84,308
+9,281
| +12% | +$1.22M | 1.08% | 29 |
|
|
2015
Q3 | $10.4M | Buy |
75,027
+11,452
| +18% | +$1.59M | 1.05% | 30 |
|
|
2015
Q2 | $9.89M | Buy |
63,575
+30,886
| +94% | +$4.8M | 0.95% | 34 |
|
|
2015
Q1 | $5.02M | Buy |
32,689
+9,962
| +44% | +$1.53M | 0.51% | 78 |
|
|
2014
Q4 | $3.49M | Sell |
22,727
-15,144
| -40% | -$2.32M | 0.42% | 91 |
|
|
2014
Q3 | $6.87M | Buy |
37,871
+32,959
| +671% | +$5.98M | 1% | 32 |
|
|
2014
Q2 | $851K | Buy |
4,912
+1,737
| +55% | +$301K | 0.15% | 100 |
|
|
2014
Q1 | $584K | Sell |
3,175
-101
| -3% | -$18.6K | 0.08% | 103 |
|
|
2013
Q4 | $587K | Buy |
3,276
+889
| +37% | +$159K | 0.09% | 127 |
|
|
2013
Q3 | $423K | Buy |
+2,387
| New | +$423K | 0.11% | 119 |
|