CTWM
Cherry Tree Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
787
-54
| -6% | -$15.9K | 0.05% | 149 |
|
|
2025
Q1 | $209K | Sell |
841
-13
| -2% | -$3.23K | 0.05% | 156 |
|
|
2024
Q4 | $188K | Hold |
854
| – | – | 0.05% | 163 |
|
|
2024
Q3 | $189K | Hold |
854
| – | – | 0.04% | 164 |
|
|
2024
Q2 | $148K | Sell |
854
-96
| -10% | -$16.6K | 0.04% | 173 |
|
|
2024
Q1 | $181K | Buy |
950
+97
| +11% | +$18.5K | 0.05% | 165 |
|
|
2023
Q4 | $140K | Sell |
853
-76
| -8% | -$12.4K | 0.04% | 169 |
|
|
2023
Q3 | $130K | Sell |
929
-34
| -4% | -$4.77K | 0.04% | 167 |
|
|
2023
Q2 | $129K | Buy |
+963
| New | +$129K | 0.04% | 173 |
|