CWM
Cranbrook Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
4,264
+20
| +0.5% | +$5.9K | 0.27% | 54 |
|
|
2025
Q1 | $1.06M | Buy |
4,244
+8
| +0.2% | +$1.99K | 0.25% | 53 |
|
|
2024
Q4 | $931K | Hold |
4,236
| – | – | 0.22% | 56 |
|
|
2024
Q3 | $936K | Sell |
4,236
-24
| -0.6% | -$5.31K | 0.21% | 57 |
|
|
2024
Q2 | $737K | Hold |
4,260
| – | – | 0.18% | 55 |
|
|
2024
Q1 | $813K | Buy |
4,260
+1
| +0% | +$191 | 0.21% | 52 |
|
|
2023
Q4 | $697K | Sell |
4,259
-832
| -16% | -$136K | 0.19% | 51 |
|
|
2023
Q3 | $714K | Hold |
5,091
| – | – | 0.21% | 53 |
|
|
2023
Q2 | $681K | Buy |
5,091
+1
| +0% | +$134 | 0.19% | 55 |
|
|
2023
Q1 | $667K | Buy |
5,090
+1
| +0% | +$131 | 0.19% | 56 |
|
|
2022
Q4 | $717K | Sell |
5,089
-150
| -3% | -$21.1K | 0.2% | 57 |
|
|
2022
Q3 | $622K | Buy |
5,239
+1
| +0% | +$119 | 0.16% | 60 |
|
|
2022
Q2 | $740K | Sell |
5,238
-26
| -0.5% | -$3.67K | 0.19% | 59 |
|
|
2022
Q1 | $685K | Buy |
5,264
+76
| +1% | +$9.89K | 0.15% | 63 |
|
|
2021
Q4 | $693K | Buy |
5,188
+2,848
| +122% | +$380K | 0.15% | 64 |
|
|
2021
Q3 | $325K | Sell |
2,340
-37
| -2% | -$5.14K | 0.07% | 87 |
|
|
2021
Q2 | $348K | Sell |
2,377
-72
| -3% | -$10.5K | 0.08% | 86 |
|
|
2021
Q1 | $326K | Buy |
2,449
+416
| +20% | +$55.4K | 0.08% | 86 |
|
|
2020
Q4 | $256K | Hold |
2,033
| – | – | 0.07% | 85 |
|
|
2020
Q3 | $247K | Hold |
2,033
| – | – | 0.07% | 83 |
|
|
2020
Q2 | $246K | Hold |
2,033
| – | – | 0.07% | 81 |
|
|
2020
Q1 | $226K | Hold |
2,033
| – | – | 0.08% | 79 |
|
|
2019
Q4 | $273K | Sell |
2,033
-804
| -28% | -$108K | 0.08% | 76 |
|
|
2019
Q3 | $413K | Buy |
2,837
+304
| +12% | +$44.3K | 0.12% | 66 |
|
|
2019
Q2 | $349K | Hold |
2,533
| – | – | 0.1% | 69 |
|
|
2019
Q1 | $357K | Hold |
2,533
| – | – | 0.11% | 66 |
|
|
2018
Q4 | $288K | Hold |
2,533
| – | – | 0.1% | 65 |
|
|
2018
Q3 | $383K | Hold |
2,533
| – | – | 0.13% | 56 |
|
|
2018
Q2 | $354K | Hold |
2,533
| – | – | 0.14% | 55 |
|
|
2018
Q1 | $389K | Hold |
2,533
| – | – | 0.15% | 54 |
|
|
2017
Q4 | $389K | Hold |
2,533
| – | – | 0.15% | 55 |
|
|
2017
Q3 | $367K | Hold |
2,533
| – | – | 0.15% | 54 |
|
|
2017
Q2 | $390K | Hold |
2,533
| – | – | 0.17% | 52 |
|
|
2017
Q1 | $441K | Sell |
2,533
-40
| -2% | -$6.96K | 0.21% | 49 |
|
|
2016
Q4 | $427K | Hold |
2,573
| – | – | 0.21% | 48 |
|
|
2016
Q3 | $409K | Hold |
2,573
| – | – | 0.21% | 47 |
|
|
2016
Q2 | $391K | Hold |
2,573
| – | – | 0.2% | 46 |
|
|
2016
Q1 | $390K | Hold |
2,573
| – | – | 0.21% | 45 |
|
|
2015
Q4 | $354K | Hold |
2,573
| – | – | 0.2% | 43 |
|
|
2015
Q3 | $373K | Hold |
2,573
| – | – | 0.21% | 43 |
|
|
2015
Q2 | $419K | Hold |
2,573
| – | – | 0.24% | 42 |
|
|
2015
Q1 | $413K | Sell |
2,573
-150
| -6% | -$24.1K | 0.24% | 43 |
|
|
2014
Q4 | $437K | Hold |
2,723
| – | – | 0.27% | 41 |
|
|
2014
Q3 | $517K | Buy |
2,723
+273
| +11% | +$51.8K | 0.35% | 33 |
|
|
2014
Q2 | $444K | Hold |
2,450
| – | – | 0.3% | 36 |
|
|
2014
Q1 | $472K | Sell |
2,450
-1,000
| -29% | -$193K | 0.33% | 34 |
|
|
2013
Q4 | $647K | Buy |
+3,450
| New | +$647K | 0.44% | 33 |
|