CAM
Cobblestone Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Hold |
1,000
| – | – | 0.16% | 59 |
|
|
2025
Q1 | $249K | Hold |
1,000
| – | – | 0.15% | 56 |
|
|
2024
Q4 | $220K | Hold |
1,000
| – | – | 0.14% | 51 |
|
|
2024
Q3 | $221K | Buy |
+1,000
| New | +$221K | 0.13% | 44 |
|
|
2023
Q4 | – | Sell |
-1,575
| Closed | -$221K | – | 47 |
|
|
2023
Q3 | $221K | Buy |
+1,575
| New | +$221K | 0.18% | 38 |
|