CWA
CM Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Sell |
1,796
-490
| -21% | -$144K | 0.16% | 51 |
|
|
2025
Q1 | $568K | Hold |
2,286
| – | – | 0.18% | 52 |
|
|
2024
Q4 | $503K | Hold |
2,286
| – | – | 0.16% | 53 |
|
|
2024
Q3 | $505K | Hold |
2,286
| – | – | 0.16% | 51 |
|
|
2024
Q2 | $395K | Buy |
+2,286
| New | +$395K | 0.19% | 47 |
|
|
2024
Q1 | – | Sell |
-1,683
| Closed | -$275K | – | 187 |
|
|
2023
Q4 | $275K | Hold |
1,683
| – | – | 0.12% | 63 |
|
|
2023
Q3 | $256K | Buy |
+1,683
| New | +$256K | 0.1% | 70 |
|
|
2023
Q2 | – | Sell |
-1,725
| Closed | -$217K | – | 289 |
|
|
2023
Q1 | $217K | Buy |
1,725
+42
| +2% | +$5.28K | 0.04% | 358 |
|
|
2022
Q4 | $237K | Buy |
+1,683
| New | +$237K | 0.12% | 63 |
|
|
2022
Q3 | – | Sell |
-1,683
| Closed | -$238K | – | 71 |
|
|
2022
Q2 | $238K | Buy |
+1,683
| New | +$238K | 0.15% | 64 |
|