CWA
CJM Wealth Advisers’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
11,490
+49
| +0.4% | +$14.4K | 1.13% | 12 |
|
|
2025
Q1 | $2.84M | Buy |
11,441
+7,013
| +158% | +$1.74M | 1% | 12 |
|
|
2024
Q4 | $973K | Buy |
4,428
+5
| +0.1% | +$1.1K | 0.33% | 26 |
|
|
2024
Q3 | $978K | Buy |
4,423
+256
| +6% | +$56.6K | 0.34% | 27 |
|
|
2024
Q2 | $730K | Buy |
4,167
+7
| +0.2% | +$1.23K | 0.27% | 31 |
|
|
2024
Q1 | $794K | Buy |
4,160
+6
| +0.1% | +$1.15K | 0.3% | 29 |
|
|
2023
Q4 | $679K | Buy |
4,154
+8
| +0.2% | +$1.31K | 0.3% | 29 |
|
|
2023
Q3 | $582K | Buy |
4,146
+8
| +0.2% | +$1.12K | 0.28% | 31 |
|
|
2023
Q2 | $554K | Buy |
4,138
+157
| +4% | +$21K | 0.28% | 33 |
|
|
2023
Q1 | $522K | Buy |
3,981
+13
| +0.3% | +$1.7K | 0.3% | 32 |
|
|
2022
Q4 | $559K | Buy |
3,968
+11
| +0.3% | +$1.55K | 0.34% | 29 |
|
|
2022
Q3 | $470K | Buy |
3,957
+153
| +4% | +$18.2K | 0.33% | 31 |
|
|
2022
Q2 | $537K | Buy |
3,804
+9
| +0.2% | +$1.27K | 0.37% | 29 |
|
|
2022
Q1 | $493K | Sell |
3,795
-88
| -2% | -$11.4K | 0.34% | 33 |
|
|
2021
Q4 | $519K | Buy |
+3,883
| New | +$519K | 0.37% | 35 |
|