CWM
Curi Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,504
| Closed | -$1.23M | – | 58 |
|
|
2023
Q4 | $1.23M | Sell |
7,504
-5
| -0.1% | -$818 | 0.17% | 60 |
|
|
2023
Q3 | $1.05M | Sell |
7,509
-4
| -0.1% | -$561 | 0.16% | 63 |
|
|
2023
Q2 | $1.01M | Buy |
7,513
+2
| +0% | +$268 | 0.14% | 65 |
|
|
2023
Q1 | $985K | Sell |
7,511
-812
| -10% | -$106K | 0.14% | 68 |
|
|
2022
Q4 | $1.17M | Buy |
8,323
+477
| +6% | +$67.2K | 0.16% | 69 |
|
|
2022
Q3 | $932K | Buy |
7,846
+1,109
| +16% | +$132K | 0.15% | 71 |
|
|
2022
Q2 | $951K | Buy |
6,737
+66
| +1% | +$9.32K | 0.18% | 50 |
|
|
2022
Q1 | $867K | Hold |
6,671
| – | – | 0.15% | 53 |
|
|
2021
Q4 | $891K | Sell |
6,671
-80
| -1% | -$10.7K | 0.15% | 57 |
|
|
2021
Q3 | $937K | Hold |
6,751
| – | – | 0.43% | 33 |
|
|
2021
Q2 | $989K | Hold |
6,751
| – | – | 0.5% | 31 |
|
|
2021
Q1 | $899K | Sell |
6,751
-724
| -10% | -$96.4K | 0.57% | 29 |
|
|
2020
Q4 | $940K | Buy |
+7,475
| New | +$940K | 0.68% | 28 |
|