CWM
Chesapeake Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Sell |
2,244
-35
| -2% | -$10.3K | 0.22% | 98 |
|
|
2025
Q1 | $567K | Sell |
2,279
-75
| -3% | -$18.6K | 0.2% | 102 |
|
|
2024
Q4 | $517K | Sell |
2,354
-9
| -0.4% | -$1.98K | 0.18% | 107 |
|
|
2024
Q3 | $522K | Buy |
2,363
+179
| +8% | +$39.6K | 0.18% | 105 |
|
|
2024
Q2 | $378K | Sell |
2,184
-420
| -16% | -$72.6K | 0.14% | 117 |
|
|
2024
Q1 | $497K | Buy |
2,604
+145
| +6% | +$27.7K | 0.18% | 103 |
|
|
2023
Q4 | $402K | Hold |
2,459
| – | – | 0.16% | 114 |
|
|
2023
Q3 | $345K | Sell |
2,459
-375
| -13% | -$52.6K | 0.14% | 119 |
|
|
2023
Q2 | $379K | Hold |
2,834
| – | – | 0.15% | 111 |
|
|
2023
Q1 | $372K | Sell |
2,834
-170
| -6% | -$22.3K | 0.16% | 114 |
|
|
2022
Q4 | $423K | Hold |
3,004
| – | – | 0.19% | 108 |
|
|
2022
Q3 | $357K | Hold |
3,004
| – | – | 0.16% | 117 |
|
|
2022
Q2 | $424K | Hold |
3,004
| – | – | 0.18% | 119 |
|
|
2022
Q1 | $391K | Sell |
3,004
-68
| -2% | -$8.85K | 0.14% | 133 |
|
|
2021
Q4 | $411K | Sell |
3,072
-760
| -20% | -$102K | 0.14% | 139 |
|
|
2021
Q3 | $533K | Sell |
3,832
-214
| -5% | -$29.8K | 0.19% | 113 |
|
|
2021
Q2 | $593K | Hold |
4,046
| – | – | 0.19% | 113 |
|
|
2021
Q1 | $540K | Sell |
4,046
-9
| -0.2% | -$1.2K | 0.18% | 123 |
|
|
2020
Q4 | $510K | Hold |
4,055
| – | – | 0.17% | 123 |
|
|
2020
Q3 | $494K | Buy |
4,055
+323
| +9% | +$39.3K | 0.18% | 115 |
|
|
2020
Q2 | $450K | Buy |
3,732
+290
| +8% | +$35K | 0.18% | 124 |
|
|
2020
Q1 | $382K | Hold |
3,442
| – | – | 0.18% | 118 |
|
|
2019
Q4 | $461K | Sell |
3,442
-275
| -7% | -$36.8K | 0.18% | 125 |
|
|
2019
Q3 | $541K | Sell |
3,717
-555
| -13% | -$80.8K | 0.22% | 111 |
|
|
2019
Q2 | $589K | Sell |
4,272
-450
| -10% | -$62K | 0.25% | 109 |
|
|
2019
Q1 | $666K | Sell |
4,722
-125
| -3% | -$17.6K | 0.29% | 94 |
|
|
2018
Q4 | $551K | Sell |
4,847
-466
| -9% | -$53K | 0.27% | 94 |
|
|
2018
Q3 | $804K | Sell |
5,313
-25
| -0.5% | -$3.78K | 0.36% | 76 |
|
|
2018
Q2 | $746K | Buy |
5,338
+2,458
| +85% | +$344K | 0.34% | 79 |
|
|
2018
Q1 | $442K | Buy |
+2,880
| New | +$442K | 0.2% | 113 |
|