CWA
Centennial Wealth Advisory’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
9,406
-495
| -5% | -$146K | 0.88% | 21 |
|
|
2025
Q1 | $2.46M | Sell |
9,901
-86
| -0.9% | -$21.4K | 0.89% | 19 |
|
|
2024
Q4 | $2.2M | Buy |
9,987
+55
| +0.6% | +$12.1K | 0.86% | 18 |
|
|
2024
Q3 | $2.2M | Buy |
9,932
+120
| +1% | +$26.5K | 0.86% | 19 |
|
|
2024
Q2 | $1.7M | Sell |
9,812
-577
| -6% | -$99.8K | 0.74% | 25 |
|
|
2024
Q1 | $1.98M | Sell |
10,389
-13
| -0.1% | -$2.48K | 0.92% | 19 |
|
|
2023
Q4 | $1.7M | Sell |
10,402
-375
| -3% | -$61.3K | 0.87% | 21 |
|
|
2023
Q3 | $1.51M | Sell |
10,777
-20
| -0.2% | -$2.81K | 0.81% | 30 |
|
|
2023
Q2 | $1.44M | Sell |
10,797
-82
| -0.8% | -$11K | 0.75% | 32 |
|
|
2023
Q1 | $1.43M | Buy |
10,879
+263
| +2% | +$34.5K | 0.76% | 32 |
|
|
2022
Q4 | $1.5M | Buy |
10,616
+266
| +3% | +$37.5K | 0.84% | 31 |
|
|
2022
Q3 | $1.23M | Buy |
10,350
+535
| +5% | +$63.6K | 0.72% | 34 |
|
|
2022
Q2 | $1.39M | Buy |
9,815
+8,163
| +494% | +$1.15M | 0.78% | 34 |
|
|
2022
Q1 | $215K | Buy |
+1,652
| New | +$215K | 0.12% | 95 |
|