CCWM
Cassaday & Co Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
14,350
+4
| +0% | +$1.18K | 0.11% | 49 |
|
|
2025
Q1 | $3.57M | Buy |
14,346
+50
| +0.3% | +$12.4K | 0.1% | 47 |
|
|
2024
Q4 | $3.14M | Buy |
14,296
+1,212
| +9% | +$266K | 0.09% | 50 |
|
|
2024
Q3 | $2.89M | Buy |
13,084
+232
| +2% | +$51.3K | 0.08% | 49 |
|
|
2024
Q2 | $2.22M | Buy |
12,852
+286
| +2% | +$49.5K | 0.07% | 57 |
|
|
2024
Q1 | $2.4M | Buy |
12,566
+646
| +5% | +$123K | 0.08% | 56 |
|
|
2023
Q4 | $1.95M | Buy |
11,920
+148
| +1% | +$24.2K | 0.07% | 61 |
|
|
2023
Q3 | $1.65M | Buy |
11,772
+344
| +3% | +$48.3K | 0.07% | 58 |
|
|
2023
Q2 | $1.53M | Sell |
11,428
-405
| -3% | -$54.2K | 0.06% | 67 |
|
|
2023
Q1 | $1.55M | Buy |
11,833
+124
| +1% | +$16.3K | 0.07% | 66 |
|
|
2022
Q4 | $1.65M | Buy |
+11,709
| New | +$1.65M | 0.08% | 60 |
|