CWM
Connecticut Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Buy |
13,092
+2
| +0% | +$590 | 0.18% | 63 |
|
|
2025
Q1 | $3.26M | Buy |
13,090
+983
| +8% | +$244K | 0.17% | 68 |
|
|
2024
Q4 | $2.66M | Sell |
12,107
-118
| -1% | -$25.9K | 0.13% | 62 |
|
|
2024
Q3 | $2.7M | Buy |
12,225
+1,183
| +11% | +$262K | 0.13% | 84 |
|
|
2024
Q2 | $1.91M | Buy |
11,042
+1,525
| +16% | +$264K | 0.1% | 102 |
|
|
2024
Q1 | $1.82M | Buy |
9,517
+3,083
| +48% | +$589K | 0.1% | 99 |
|
|
2023
Q4 | $1.05M | Buy |
6,434
+1,338
| +26% | +$219K | 0.06% | 143 |
|
|
2023
Q3 | $715K | Sell |
5,096
-72
| -1% | -$10.1K | 0.05% | 135 |
|
|
2023
Q2 | $692K | Buy |
5,168
+33
| +0.6% | +$4.42K | 0.05% | 122 |
|
|
2023
Q1 | $673K | Buy |
5,135
+182
| +4% | +$23.9K | 0.05% | 116 |
|
|
2022
Q4 | $698K | Sell |
4,953
-969
| -16% | -$137K | 0.06% | 103 |
|
|
2022
Q3 | $704K | Sell |
5,922
-113
| -2% | -$13.4K | 0.07% | 94 |
|
|
2022
Q2 | $852K | Buy |
6,035
+1,165
| +24% | +$164K | 0.07% | 91 |
|
|
2022
Q1 | $633K | Sell |
4,870
-126
| -3% | -$16.4K | 0.05% | 106 |
|
|
2021
Q4 | $668K | Sell |
4,996
-100
| -2% | -$13.4K | 0.05% | 106 |
|
|
2021
Q3 | $708K | Buy |
5,096
+298
| +6% | +$41.4K | 0.06% | 98 |
|
|
2021
Q2 | $703K | Sell |
4,798
-1,123
| -19% | -$165K | 0.06% | 98 |
|
|
2021
Q1 | $789K | Hold |
5,921
| – | – | 0.07% | 79 |
|
|
2020
Q4 | $745K | Sell |
5,921
-392
| -6% | -$49.3K | 0.08% | 92 |
|
|
2020
Q3 | $768K | Buy |
6,313
+1,085
| +21% | +$132K | 0.08% | 97 |
|
|
2020
Q2 | $631K | Sell |
5,228
-177
| -3% | -$21.4K | 0.08% | 76 |
|
|
2020
Q1 | $600K | Sell |
5,405
-313
| -5% | -$34.7K | 0.09% | 81 |
|
|
2019
Q4 | $766K | Sell |
5,718
-1,977
| -26% | -$265K | 0.08% | 87 |
|
|
2019
Q3 | $1.12M | Buy |
7,695
+572
| +8% | +$83.2K | 0.14% | 77 |
|
|
2019
Q2 | $982K | Hold |
7,123
| – | – | 0.12% | 80 |
|
|
2019
Q1 | $1.01M | Sell |
7,123
-75
| -1% | -$10.6K | 0.34% | 28 |
|
|
2018
Q4 | $818K | Hold |
7,198
| – | – | 0.36% | 29 |
|
|
2018
Q3 | $1.1M | Hold |
7,198
| – | – | 0.49% | 21 |
|
|
2018
Q2 | $1.01M | Sell |
7,198
-12
| -0.2% | -$1.68K | 0.48% | 21 |
|
|
2018
Q1 | $1.08M | Sell |
7,210
-1,000
| -12% | -$150K | 0.61% | 17 |
|
|
2017
Q4 | $1.34M | Sell |
8,210
-864
| -10% | -$141K | 0.72% | 15 |
|
|
2017
Q3 | $1.34M | Sell |
9,074
-19
| -0.2% | -$2.8K | 0.79% | 14 |
|
|
2017
Q2 | $1.4M | Buy |
9,093
+19
| +0.2% | +$2.92K | 0.85% | 12 |
|
|
2017
Q1 | $1.57M | Hold |
9,074
| – | – | 0.95% | 11 |
|
|
2016
Q4 | $1.52M | Sell |
9,074
-201
| -2% | -$33.7K | 0.97% | 10 |
|
|
2016
Q3 | $1.45M | Buy |
+9,275
| New | +$1.45M | 1.04% | 11 |
|