CWP
Concord Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
6,204
+2,099
| +51% | +$619K | 0.27% | 91 |
|
|
2025
Q1 | $1.02M | Buy |
4,105
+2,615
| +176% | +$650K | 0.17% | 117 |
|
|
2024
Q4 | $328K | Buy |
1,490
+34
| +2% | +$7.48K | 0.05% | 167 |
|
|
2024
Q3 | $322K | Sell |
1,456
-481
| -25% | -$106K | 0.05% | 167 |
|
|
2024
Q2 | $335K | Sell |
1,937
-124
| -6% | -$21.4K | 0.06% | 158 |
|
|
2024
Q1 | $394K | Sell |
2,061
-31
| -1% | -$5.92K | 0.07% | 159 |
|
|
2023
Q4 | $342K | Sell |
2,092
-20
| -0.9% | -$3.27K | 0.07% | 152 |
|
|
2023
Q3 | $296K | Buy |
2,112
+673
| +47% | +$94.4K | 0.06% | 157 |
|
|
2023
Q2 | $193K | Sell |
1,439
-86
| -6% | -$11.5K | 0.04% | 198 |
|
|
2023
Q1 | $200K | Sell |
1,525
-1,986
| -57% | -$260K | 0.06% | 164 |
|
|
2022
Q4 | $495K | Buy |
3,511
+661
| +23% | +$93.1K | 0.15% | 85 |
|
|
2022
Q3 | $339K | Buy |
2,850
+287
| +11% | +$34.1K | 0.11% | 118 |
|
|
2022
Q2 | $362K | Sell |
2,563
-1,018
| -28% | -$144K | 0.1% | 124 |
|
|
2022
Q1 | $466K | Buy |
3,581
+272
| +8% | +$35.4K | 0.12% | 108 |
|
|
2021
Q4 | $442K | Buy |
3,309
+2,246
| +211% | +$300K | 0.11% | 109 |
|
|
2021
Q3 | $148K | Sell |
1,063
-1,400
| -57% | -$195K | 0.06% | 107 |
|
|
2021
Q2 | $361K | Buy |
2,463
+97
| +4% | +$14.2K | 0.1% | 89 |
|
|
2021
Q1 | $315K | Buy |
2,366
+933
| +65% | +$124K | 0.11% | 94 |
|
|
2020
Q4 | $180K | Buy |
+1,433
| New | +$180K | 0.14% | 80 |
|