CWS Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.09M | Sell |
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|
2025
Q2 | $2.23M | Buy |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $1.7M | Hold |
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|
2024
Q3 | $1.71M | Sell |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $980K | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q2 | $1.31M | Sell |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $1.19M | Hold |
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|
2019
Q4 | $1.19M | Buy |
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