CSWM
Cassady Schiller Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $148K | Buy |
674
+47
| +7% | +$10.3K | 0.05% | 134 |
|
|
2024
Q3 | $139K | Sell |
627
-115
| -15% | -$25.4K | 0.05% | 139 |
|
|
2024
Q2 | $128K | Hold |
742
| – | – | 0.05% | 140 |
|
|
2024
Q1 | $142K | Buy |
742
+412
| +125% | +$78.7K | 0.06% | 138 |
|
|
2023
Q4 | $54K | Hold |
330
| – | – | 0.03% | 195 |
|
|
2023
Q3 | $46.3K | Hold |
330
| – | – | 0.03% | 199 |
|
|
2023
Q2 | $44.2K | Sell |
330
-300
| -48% | -$40.1K | 0.02% | 209 |
|
|
2023
Q1 | $82.6K | Buy |
630
+21
| +3% | +$2.75K | 0.04% | 154 |
|
|
2022
Q4 | $85.8K | Buy |
+609
| New | +$85.8K | 0.05% | 139 |
|
|
2022
Q1 | – | Sell |
-965
| Closed | -$129K | – | 326 |
|
|
2021
Q4 | $129K | Buy |
+965
| New | +$129K | 0.08% | 120 |
|