CFS
Commonwealth Financial Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Buy |
2,617
+19
| +0.7% | +$5.6K | 0.15% | 83 |
|
|
2025
Q1 | $646K | Buy |
2,598
+582
| +29% | +$145K | 0.13% | 97 |
|
|
2024
Q4 | $443K | Buy |
2,016
+202
| +11% | +$44.4K | 0.09% | 113 |
|
|
2024
Q3 | $398K | Buy |
1,814
+14
| +0.8% | +$3.07K | 0.08% | 116 |
|
|
2024
Q2 | $320K | Buy |
1,800
+1
| +0.1% | +$178 | 0.07% | 130 |
|
|
2024
Q1 | $294K | Hold |
1,799
| – | – | 0.07% | 139 |
|
|
2023
Q4 | $294K | Sell |
1,799
-44
| -2% | -$7.2K | 0.07% | 139 |
|
|
2023
Q3 | $259K | Buy |
+1,843
| New | +$259K | 0.08% | 149 |
|
|
2017
Q1 | $333K | Buy |
1,926
+42
| +2% | +$7.27K | 0.36% | 32 |
|
|
2016
Q4 | $321K | Buy |
1,884
+67
| +4% | +$11.4K | 0.32% | 35 |
|
|
2016
Q3 | $289K | Buy |
1,817
+479
| +36% | +$76.2K | 0.27% | 46 |
|
|
2016
Q2 | $203K | Hold |
1,338
| – | – | 0.24% | 47 |
|
|
2016
Q1 | $203K | Sell |
1,338
-750
| -36% | -$114K | 0.3% | 37 |
|
|
2015
Q4 | $287K | Buy |
+2,088
| New | +$287K | 0.97% | 35 |
|