CWG
Cornerstone Wealth Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
4,599
+539
| +13% | +$159K | 0.1% | 119 |
|
|
2025
Q1 | $1.01M | Buy |
4,060
+303
| +8% | +$75.3K | 0.08% | 136 |
|
|
2024
Q4 | $826K | Buy |
3,757
+83
| +2% | +$18.2K | 0.07% | 138 |
|
|
2024
Q3 | $812K | Buy |
3,674
+80
| +2% | +$17.7K | 0.07% | 141 |
|
|
2024
Q2 | $622K | Buy |
3,594
+163
| +5% | +$28.2K | 0.06% | 147 |
|
|
2024
Q1 | $655K | Buy |
3,431
+1,697
| +98% | +$324K | 0.06% | 143 |
|
|
2023
Q4 | $284K | Buy |
1,734
+61
| +4% | +$9.98K | 0.04% | 126 |
|
|
2023
Q3 | $235K | Hold |
1,673
| – | – | 0.04% | 134 |
|
|
2023
Q2 | $224K | Buy |
1,673
+42
| +3% | +$5.62K | 0.04% | 135 |
|
|
2023
Q1 | $214K | Sell |
1,631
-128
| -7% | -$16.8K | 0.04% | 138 |
|
|
2022
Q4 | $248K | Buy |
+1,759
| New | +$248K | 0.05% | 116 |
|
|
2022
Q3 | – | Sell |
-1,724
| Closed | -$243K | – | 137 |
|
|
2022
Q2 | $243K | Sell |
1,724
-22
| -1% | -$3.1K | 0.05% | 115 |
|
|
2022
Q1 | $227K | Sell |
1,746
-522
| -23% | -$67.9K | 0.04% | 136 |
|
|
2021
Q4 | $303K | Buy |
2,268
+490
| +28% | +$65.5K | 0.05% | 128 |
|
|
2021
Q3 | $247K | Buy |
1,778
+115
| +7% | +$16K | 0.04% | 136 |
|
|
2021
Q2 | $229K | Sell |
1,663
-137
| -8% | -$18.9K | 0.05% | 136 |
|
|
2021
Q1 | $258K | Buy |
+1,800
| New | +$258K | 0.05% | 137 |
|
|
2020
Q4 | – | Sell |
-22,564
| Closed | -$2.75M | – | 163 |
|
|
2020
Q3 | $2.75M | Buy |
22,564
+19,853
| +732% | +$2.42M | 0.75% | 40 |
|
|
2020
Q2 | $327K | Sell |
2,711
-2,162
| -44% | -$261K | 0.08% | 101 |
|
|
2020
Q1 | $541K | Buy |
4,873
+906
| +23% | +$101K | 0.19% | 77 |
|
|
2019
Q4 | $532K | Sell |
3,967
-17,731
| -82% | -$2.38M | 0.14% | 104 |
|
|
2019
Q3 | $3.16M | Buy |
21,698
+17,728
| +447% | +$2.58M | 0.79% | 36 |
|
|
2019
Q2 | $547K | Sell |
3,970
-95
| -2% | -$13.1K | 0.15% | 109 |
|
|
2019
Q1 | $574K | Buy |
+4,065
| New | +$574K | 0.14% | 113 |
|