CWA
Core Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
7,160
-318
| -4% | -$93.7K | 0.61% | 18 |
|
|
2025
Q1 | $1.86M | Sell |
7,478
-1,361
| -15% | -$338K | 0.59% | 20 |
|
|
2024
Q4 | $1.94M | Sell |
8,839
-92
| -1% | -$20.2K | 0.64% | 20 |
|
|
2024
Q3 | $1.97M | Sell |
8,931
-247
| -3% | -$54.6K | 0.63% | 21 |
|
|
2024
Q2 | $1.59M | Sell |
9,178
-2,256
| -20% | -$390K | 0.54% | 25 |
|
|
2024
Q1 | $2.18M | Buy |
+11,434
| New | +$2.18M | 0.74% | 21 |
|
|
2023
Q4 | – | Sell |
-36
| Closed | -$5.05K | – | 275 |
|
|
2023
Q3 | $5.05K | Hold |
36
| – | – | ﹤0.01% | 197 |
|
|
2023
Q2 | $4.82K | Hold |
36
| – | – | ﹤0.01% | 195 |
|
|
2023
Q1 | $4.72K | Hold |
36
| – | – | ﹤0.01% | 199 |
|
|
2022
Q4 | $5.07K | Buy |
+36
| New | +$5.07K | ﹤0.01% | 211 |
|