CNWM
Clay Northam Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
689
-325
| -32% | -$95.8K | 0.13% | 86 |
|
|
2025
Q1 | $252K | Sell |
1,014
-25
| -2% | -$6.22K | 0.18% | 68 |
|
|
2024
Q4 | $228K | Sell |
1,039
-75
| -7% | -$16.5K | 0.15% | 84 |
|
|
2024
Q3 | $246K | Buy |
+1,114
| New | +$246K | 0.17% | 75 |
|
|
2024
Q2 | – | Sell |
-1,144
| Closed | -$218K | – | 91 |
|
|
2024
Q1 | $218K | Buy |
+1,144
| New | +$218K | 0.18% | 84 |
|