CWM
Centric Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
2,370
+76
| +3% | +$18.4K | 0.14% | 111 |
|
|
2025
Q1 | $570K | Buy |
2,294
+1
| +0% | +$249 | 0.15% | 105 |
|
|
2024
Q4 | $504K | Hold |
2,293
| – | – | 0.14% | 110 |
|
|
2024
Q3 | $490K | Sell |
2,293
-105
| -4% | -$22.4K | 0.13% | 114 |
|
|
2024
Q2 | $460K | Buy |
2,398
+492
| +26% | +$94.3K | 0.13% | 107 |
|
|
2024
Q1 | $317K | Buy |
1,906
+143
| +8% | +$23.8K | 0.1% | 117 |
|
|
2023
Q4 | $323K | Buy |
1,763
+20
| +1% | +$3.67K | 0.11% | 116 |
|
|
2023
Q3 | $244K | Buy |
1,743
+1
| +0.1% | +$140 | 0.1% | 103 |
|
|
2023
Q2 | $231K | Sell |
1,742
-29
| -2% | -$3.85K | 0.09% | 108 |
|
|
2023
Q1 | $232K | Sell |
1,771
-302
| -15% | -$39.6K | 0.1% | 95 |
|
|
2022
Q4 | $292K | Buy |
2,073
+304
| +17% | +$42.8K | 0.15% | 82 |
|
|
2022
Q3 | $210K | Sell |
1,769
-13
| -0.7% | -$1.54K | 0.08% | 112 |
|
|
2022
Q2 | $252K | Sell |
1,782
-1,561
| -47% | -$221K | 0.09% | 113 |
|
|
2022
Q1 | $435K | Buy |
3,343
+1
| +0% | +$130 | 0.14% | 102 |
|
|
2021
Q4 | $447K | Sell |
3,342
-213
| -6% | -$28.5K | 0.15% | 101 |
|
|
2021
Q3 | $494K | Sell |
3,555
-16
| -0.4% | -$2.22K | 0.18% | 93 |
|
|
2021
Q2 | $523K | Sell |
3,571
-20,156
| -85% | -$2.95M | 0.18% | 94 |
|
|
2021
Q1 | $3.16M | Buy |
23,727
+1,015
| +4% | +$135K | 0.9% | 18 |
|
|
2020
Q4 | $2.86M | Buy |
22,712
+12,550
| +123% | +$1.58M | 0.89% | 18 |
|
|
2020
Q3 | $1.44M | Sell |
10,162
-2,142
| -17% | -$304K | 1.08% | 11 |
|
|
2020
Q2 | $1.49M | Buy |
12,304
+2,142
| +21% | +$259K | 0.78% | 31 |
|
|
2020
Q1 | $1.44M | Sell |
10,162
-776
| -7% | -$110K | 1.08% | 11 |
|
|
2019
Q4 | $1.47M | Buy |
10,938
+776
| +8% | +$104K | 1.17% | 17 |
|
|
2019
Q3 | $1.44M | Sell |
10,162
-92
| -0.9% | -$13K | 1.08% | 11 |
|
|
2019
Q2 | $1.41M | Buy |
10,254
+402
| +4% | +$55.4K | 1.23% | 14 |
|
|
2019
Q1 | $1.39M | Buy |
9,852
+1,034
| +12% | +$146K | 1.29% | 14 |
|
|
2018
Q4 | $1M | Buy |
+8,818
| New | +$1M | 0.88% | 22 |
|