Carson Wealth (CWM LLC)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $41.8M | Buy |
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|
2025
Q2 | $36.1M | Buy |
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|
2025
Q1 | $29.6M | Sell |
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|
2024
Q4 | $30.3M | Buy |
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|
2024
Q3 | $28M | Buy |
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|
2024
Q2 | $20.7M | Buy |
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|
2024
Q1 | $21.7M | Buy |
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|
2023
Q4 | $18.1M | Buy |
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|
2023
Q3 | $13.6M | Buy |
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|
2023
Q2 | $11.9M | Buy |
|
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|
2023
Q1 | $8.28M | Buy |
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|
2022
Q4 | $8.83M | Buy |
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|
2022
Q3 | $7.08M | Buy |
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|
2022
Q2 | $8.05M | Buy |
|
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|
2022
Q1 | $6.81M | Buy |
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|
2021
Q4 | $6.8M | Buy |
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|
2021
Q2 | $2M | Hold |
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|
2021
Q1 | $2M | Hold |
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|
2020
Q4 | $2M | Hold |
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|
2020
Q3 | $2M | Hold |
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|
2020
Q2 | $2M | Hold |
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|
2020
Q1 | $2M | Hold |
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|
2019
Q4 | $2M | Hold |
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|
2019
Q3 | $2M | Hold |
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|
2019
Q2 | $2M | Hold |
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|
2019
Q1 | $2M | Buy |
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|
2018
Q4 | $948K | Sell |
|
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|
2018
Q3 | $1.27M | Buy |
|
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|
2018
Q2 | $786K | Buy |
|
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|
2018
Q1 | $757K | Sell |
|
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|
2017
Q4 | $786K | Sell |
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|
2017
Q3 | $820K | Sell |
|
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|
2017
Q2 | $18.9M | Buy |
|
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|
2017
Q1 | $20.6M | Buy |
|
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|
2016
Q4 | $16.4M | Buy |
|
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|
2016
Q3 | $372K | Buy |
|
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|
2016
Q2 | $341K | Sell |
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|
2016
Q1 | $393K | Sell |
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|
2015
Q4 | $11.1M | Buy |
|
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|
2015
Q3 | $10.4M | Buy |
|
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|
2015
Q2 | $9.89M | Buy |
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|
2015
Q1 | $5.02M | Buy |
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|
2014
Q4 | $3.49M | Sell |
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|
2014
Q3 | $6.87M | Buy |
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|
2014
Q2 | $851K | Buy |
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|
2014
Q1 | $584K | Sell |
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|
2013
Q4 | $587K | Buy |
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|
2013
Q3 | $423K | Buy |
|