CWS
Confluence Wealth Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Sell |
14,645
-58
| -0.4% | -$17.1K | 0.24% | 55 |
|
|
2025
Q1 | $3.61M | Sell |
14,703
-41
| -0.3% | -$10.1K | 0.23% | 58 |
|
|
2024
Q4 | $3.33M | Sell |
14,744
-251
| -2% | -$56.7K | 0.22% | 58 |
|
|
2024
Q3 | $3.32M | Sell |
14,995
-684
| -4% | -$151K | 0.24% | 53 |
|
|
2024
Q2 | $2.71M | Buy |
15,679
+2,451
| +19% | +$424K | 0.22% | 55 |
|
|
2024
Q1 | $2.53M | Sell |
13,228
-551
| -4% | -$105K | 0.22% | 57 |
|
|
2023
Q4 | $2.25M | Sell |
13,779
-42
| -0.3% | -$6.87K | 0.25% | 60 |
|
|
2023
Q3 | $1.94M | Buy |
13,821
+429
| +3% | +$60.2K | 0.38% | 51 |
|
|
2023
Q2 | $1.79M | Sell |
13,392
-214
| -2% | -$28.6K | 0.38% | 54 |
|
|
2023
Q1 | $1.78M | Buy |
13,606
+203
| +2% | +$26.6K | 0.42% | 51 |
|
|
2022
Q4 | $1.89M | Buy |
13,403
+2,354
| +21% | +$332K | 0.49% | 43 |
|
|
2022
Q3 | $1.31M | Sell |
11,049
-2,531
| -19% | -$301K | 0.56% | 48 |
|
|
2022
Q2 | $1.8M | Buy |
13,580
+1,584
| +13% | +$210K | 0.79% | 29 |
|
|
2022
Q1 | $1.56M | Sell |
11,996
-37
| -0.3% | -$4.81K | 0.56% | 44 |
|
|
2021
Q4 | $1.61M | Buy |
+12,033
| New | +$1.61M | 0.52% | 43 |
|