CWA
Clarus Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,579
| Closed | -$343K | – | 117 |
|
|
2024
Q4 | $343K | Sell |
1,579
-269
| -15% | -$58.5K | 0.17% | 93 |
|
|
2024
Q3 | $420K | Sell |
1,848
-189
| -9% | -$42.9K | 0.21% | 83 |
|
|
2024
Q2 | $362K | Buy |
2,037
+328
| +19% | +$58.3K | 0.19% | 90 |
|
|
2024
Q1 | $318K | Buy |
+1,709
| New | +$318K | 0.18% | 99 |
|
|
2019
Q3 | – | Sell |
-1,219
| Closed | -$168K | – | 327 |
|
|
2019
Q2 | $168K | Buy |
1,219
+207
| +20% | +$28.5K | 0.12% | 132 |
|
|
2019
Q1 | $143K | Sell |
1,012
-512
| -34% | -$72.3K | 0.11% | 145 |
|
|
2018
Q4 | $173K | Buy |
1,524
+114
| +8% | +$12.9K | 0.27% | 96 |
|
|
2018
Q3 | $213K | Buy |
1,410
+452
| +47% | +$68.3K | 0.14% | 122 |
|
|
2018
Q2 | $147K | Buy |
+958
| New | +$147K | 0.11% | 154 |
|