CWA
Continuum Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Hold |
1,729
| – | – | 0.24% | 32 |
|
|
2025
Q1 | $430K | Hold |
1,729
| – | – | 0.22% | 31 |
|
|
2024
Q4 | $380K | Sell |
1,729
-10
| -0.6% | -$2.2K | 0.19% | 38 |
|
|
2024
Q3 | $385K | Sell |
1,739
-98
| -5% | -$21.7K | 0.21% | 41 |
|
|
2024
Q2 | $318K | Sell |
1,837
-64
| -3% | -$11.1K | 0.17% | 43 |
|
|
2024
Q1 | $363K | Buy |
1,901
+164
| +9% | +$31.3K | 0.21% | 42 |
|
|
2023
Q4 | $284K | Sell |
1,737
-30
| -2% | -$4.91K | 0.18% | 39 |
|
|
2023
Q3 | $248K | Hold |
1,767
| – | – | 0.17% | 41 |
|
|
2023
Q2 | $237K | Hold |
1,767
| – | – | 0.17% | 45 |
|
|
2023
Q1 | $232K | Buy |
1,767
+3
| +0.2% | +$393 | 0.19% | 35 |
|
|
2022
Q4 | $249K | Buy |
+1,764
| New | +$249K | 0.25% | 37 |
|