CWP
CFM Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Hold |
1,920
| – | – | 0.09% | 91 |
|
|
2025
Q1 | $477K | Hold |
1,920
| – | – | 0.08% | 99 |
|
|
2024
Q4 | $422K | Hold |
1,920
| – | – | 0.07% | 102 |
|
|
2024
Q3 | $424K | Sell |
1,920
-487
| -20% | -$108K | 0.07% | 106 |
|
|
2024
Q2 | $416K | Hold |
2,407
| – | – | 0.08% | 107 |
|
|
2024
Q1 | $460K | Sell |
2,407
-717
| -23% | -$137K | 0.09% | 111 |
|
|
2023
Q4 | $511K | Hold |
3,124
| – | – | 0.12% | 110 |
|
|
2023
Q3 | $438K | Hold |
3,124
| – | – | 0.11% | 103 |
|
|
2023
Q2 | $418K | Hold |
3,124
| – | – | 0.1% | 127 |
|
|
2023
Q1 | $410K | Hold |
3,124
| – | – | 0.11% | 117 |
|
|
2022
Q4 | $440K | Hold |
3,124
| – | – | 0.13% | 119 |
|
|
2022
Q3 | $371K | Hold |
3,124
| – | – | 0.12% | 121 |
|
|
2022
Q2 | $441K | Sell |
3,124
-459
| -13% | -$64.8K | 0.13% | 114 |
|
|
2022
Q1 | $466K | Hold |
3,583
| – | – | 0.11% | 116 |
|
|
2021
Q4 | $487K | Sell |
3,583
-336
| -9% | -$45.7K | 0.11% | 113 |
|
|
2021
Q3 | $544K | Hold |
3,919
| – | – | 0.14% | 107 |
|
|
2021
Q2 | $574K | Hold |
3,919
| – | – | 0.15% | 94 |
|
|
2021
Q1 | $522K | Sell |
3,919
-201
| -5% | -$26.8K | 0.16% | 95 |
|
|
2020
Q4 | $519K | Sell |
4,120
-350
| -8% | -$44.1K | 0.17% | 88 |
|
|
2020
Q3 | $543K | Sell |
4,470
-986
| -18% | -$120K | 0.2% | 82 |
|
|
2020
Q2 | $658K | Sell |
5,456
-350
| -6% | -$42.2K | 0.25% | 75 |
|
|
2020
Q1 | $644K | Sell |
5,806
-2,095
| -27% | -$232K | 0.3% | 64 |
|
|
2019
Q4 | $1.09M | Buy |
+7,901
| New | +$1.09M | 0.4% | 54 |
|