CPWA
Cerro Pacific Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Buy |
2,654
+257
| +11% | +$75.8K | 0.22% | 84 |
|
|
2025
Q1 | $527K | Buy |
2,397
+329
| +16% | +$72.3K | 0.17% | 99 |
|
|
2024
Q4 | $457K | Sell |
2,068
-270
| -12% | -$59.7K | 0.15% | 105 |
|
|
2024
Q3 | $404K | Buy |
2,338
+303
| +15% | +$52.4K | 0.15% | 109 |
|
|
2024
Q2 | $352K | Buy |
+2,035
| New | +$352K | 0.13% | 116 |
|
|
2023
Q1 | $219K | Buy |
1,669
+22
| +1% | +$2.88K | 0.12% | 135 |
|
|
2022
Q4 | $232K | Buy |
+1,647
| New | +$232K | 0.12% | 145 |
|
|
2022
Q3 | – | Sell |
-1,659
| Closed | -$234K | – | 145 |
|
|
2022
Q2 | $234K | Buy |
1,659
+115
| +7% | +$16.2K | 0.15% | 131 |
|
|
2022
Q1 | $201K | Sell |
1,544
-43
| -3% | -$5.6K | 0.12% | 116 |
|
|
2021
Q4 | $212K | Sell |
1,587
-165
| -9% | -$22K | 0.13% | 117 |
|
|
2021
Q3 | $243K | Hold |
1,752
| – | – | 0.18% | 111 |
|
|
2021
Q2 | $257K | Buy |
+1,752
| New | +$257K | 0.19% | 107 |
|
|
2020
Q4 | $344K | Buy |
+2,730
| New | +$344K | 0.21% | 89 |
|