CWM
IBM icon

Cherrydale Wealth Management’s IBM IBM Stock Holding History

Cherrydale Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$268K Hold
911
– – 0.09% 58
2025
Q1 		$226K Sell
911
-8
-0.9% -$1.99K 0.09% 62
2024
Q4 		$202K Buy
919
+14
+2% +$3.08K 0.08% 67
2024
Q3 		$200K Buy
+905
New +$200K 0.08% 64