CWP
Core Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
7,742
+355
| +5% | +$105K | 1.16% | 22 |
|
|
2025
Q1 | $1.84M | Buy |
7,387
+224
| +3% | +$55.7K | 1.07% | 25 |
|
|
2024
Q4 | $1.57M | Sell |
7,163
-658
| -8% | -$145K | 0.9% | 27 |
|
|
2024
Q3 | $1.73M | Buy |
7,821
+365
| +5% | +$80.7K | 1.05% | 22 |
|
|
2024
Q2 | $1.29M | Buy |
7,456
+1,028
| +16% | +$178K | 0.88% | 26 |
|
|
2024
Q1 | $1.23M | Sell |
6,428
-383
| -6% | -$73.1K | 0.93% | 21 |
|
|
2023
Q4 | $1.11M | Buy |
6,811
+33
| +0.5% | +$5.4K | 0.91% | 20 |
|
|
2023
Q3 | $951K | Buy |
6,778
+1,107
| +20% | +$155K | 0.86% | 25 |
|
|
2023
Q2 | $759K | Buy |
5,671
+329
| +6% | +$44K | 0.7% | 35 |
|
|
2023
Q1 | $700K | Buy |
5,342
+39
| +0.7% | +$5.11K | 0.7% | 38 |
|
|
2022
Q4 | $511K | Buy |
+5,303
| New | +$511K | 0.57% | 47 |
|