CWM
Cornerstone Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
42,060
+1,011
| +2% | +$298K | 0.75% | 24 |
|
|
2025
Q1 | $10.2M | Sell |
41,049
-329
| -0.8% | -$81.8K | 0.69% | 26 |
|
|
2024
Q4 | $9.1M | Sell |
41,378
-207
| -0.5% | -$45.5K | 0.61% | 34 |
|
|
2024
Q3 | $9.19M | Buy |
41,585
+21,256
| +105% | +$4.7M | 0.65% | 32 |
|
|
2024
Q2 | $3.52M | Buy |
20,329
+457
| +2% | +$79K | 0.27% | 87 |
|
|
2024
Q1 | $3.79M | Buy |
19,872
+8,948
| +82% | +$1.71M | 0.31% | 82 |
|
|
2023
Q4 | $1.79M | Sell |
10,924
-860
| -7% | -$141K | 0.15% | 133 |
|
|
2023
Q3 | $1.65M | Sell |
11,784
-221
| -2% | -$31K | 0.16% | 132 |
|
|
2023
Q2 | $1.61M | Buy |
12,005
+2,039
| +20% | +$273K | 0.14% | 140 |
|
|
2023
Q1 | $1.31M | Buy |
+9,966
| New | +$1.31M | 0.13% | 146 |
|
|
2022
Q3 | $1.23M | Sell |
10,344
-274
| -3% | -$32.6K | 0.14% | 133 |
|
|
2022
Q2 | $1.5M | Buy |
10,618
+889
| +9% | +$126K | 0.17% | 122 |
|
|
2022
Q1 | $1.27M | Buy |
9,729
+148
| +2% | +$19.2K | 0.12% | 147 |
|
|
2021
Q4 | $1.28M | Buy |
9,581
+1,744
| +22% | +$233K | 0.12% | 158 |
|
|
2021
Q3 | $1.09M | Sell |
7,837
-19
| -0.2% | -$2.64K | 0.12% | 172 |
|
|
2021
Q2 | $1.15M | Buy |
7,856
+3,080
| +64% | +$452K | 0.12% | 168 |
|
|
2021
Q1 | $636K | Buy |
4,776
+213
| +5% | +$28.4K | 0.08% | 234 |
|
|
2020
Q4 | $574K | Sell |
4,563
-140
| -3% | -$17.6K | 0.07% | 224 |
|
|
2020
Q3 | $572K | Buy |
4,703
+26
| +0.6% | +$3.16K | 0.08% | 202 |
|
|
2020
Q2 | $565K | Buy |
4,677
+560
| +14% | +$67.7K | 0.09% | 196 |
|
|
2020
Q1 | $457K | Buy |
4,117
+511
| +14% | +$56.7K | 0.09% | 208 |
|
|
2019
Q4 | $483K | Sell |
3,606
-237
| -6% | -$31.7K | 0.08% | 215 |
|
|
2019
Q3 | $559K | Sell |
3,843
-998
| -21% | -$145K | 0.1% | 192 |
|
|
2019
Q2 | $670K | Buy |
4,841
+339
| +8% | +$46.9K | 0.12% | 174 |
|
|
2019
Q1 | $1.22M | Buy |
4,502
+868
| +24% | +$235K | 0.15% | 162 |
|
|
2018
Q4 | $412K | Sell |
3,634
-363,434
| -99% | -$41.2M | 0.09% | 225 |
|
|
2018
Q3 | $2.49M | Sell |
367,068
-77,710
| -17% | -$527K | 0.03% | 445 |
|
|
2018
Q2 | $3.18M | Buy |
444,778
+441,467
| +13,333% | +$3.15M | 0.04% | 409 |
|
|
2018
Q1 | $502K | Buy |
3,311
+10
| +0.3% | +$1.52K | 0.1% | 215 |
|
|
2017
Q4 | $536K | Buy |
3,301
+812
| +33% | +$132K | 0.1% | 202 |
|
|
2017
Q3 | $363K | Buy |
2,489
+360
| +17% | +$52.5K | 0.08% | 258 |
|
|
2017
Q2 | $327K | Sell |
2,129
-1,144
| -35% | -$176K | 0.07% | 258 |
|
|
2017
Q1 | $566K | Buy |
3,273
+307
| +10% | +$53.1K | 0.14% | 146 |
|
|
2016
Q4 | $496K | Sell |
2,966
-11
| -0.4% | -$1.84K | 0.16% | 130 |
|
|
2016
Q3 | $466K | Buy |
+2,977
| New | +$466K | 0.17% | 125 |
|