CWS Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
7,559
+51
| +0.7% | +$15K | 0.65% | 24 |
|
|
2025
Q1 | $1.87M | Sell |
7,508
-216
| -3% | -$53.7K | 0.59% | 26 |
|
|
2024
Q4 | $1.7M | Hold |
7,724
| – | – | 0.55% | 26 |
|
|
2024
Q3 | $1.71M | Sell |
7,724
-588
| -7% | -$130K | 0.61% | 24 |
|
|
2024
Q2 | $1.44M | Buy |
8,312
+231
| +3% | +$40K | 0.57% | 22 |
|
|
2024
Q1 | $1.54M | Sell |
8,081
-147
| -2% | -$28.1K | 0.63% | 20 |
|
|
2023
Q4 | $1.35M | Buy |
8,228
+494
| +6% | +$80.8K | 0.51% | 27 |
|
|
2023
Q3 | $1.09M | Buy |
7,734
+4
| +0.1% | +$561 | 0.44% | 33 |
|
|
2023
Q2 | $1.03M | Sell |
7,730
-75
| -1% | -$10K | 0.39% | 36 |
|
|
2023
Q1 | $1.02M | Sell |
7,805
-1,227
| -14% | -$161K | 0.41% | 35 |
|
|
2022
Q4 | $1.2M | Buy |
9,032
+784
| +10% | +$105K | 0.52% | 23 |
|
|
2022
Q3 | $980K | Sell |
8,248
-264
| -3% | -$31.4K | 0.47% | 32 |
|
|
2022
Q2 | $1.2M | Sell |
8,512
-510
| -6% | -$72K | 0.55% | 27 |
|
|
2022
Q1 | $1.17M | Buy |
9,022
+220
| +2% | +$28.6K | 0.44% | 30 |
|
|
2021
Q4 | $1.18M | Buy |
+8,802
| New | +$1.18M | 0.41% | 32 |
|
|
2021
Q2 | $1.31M | Sell |
9,374
-73
| -0.8% | -$10.2K | 0.52% | 23 |
|
|
2021
Q1 | $1.2M | Buy |
9,447
+21
| +0.2% | +$2.68K | 0.52% | 23 |
|
|
2020
Q4 | $1.13M | Sell |
9,426
-94
| -1% | -$11.3K | 0.66% | 21 |
|
|
2020
Q3 | $1.11M | Sell |
9,520
-436
| -4% | -$50.7K | 0.74% | 17 |
|
|
2020
Q2 | $1.15M | Buy |
9,956
+646
| +7% | +$74.6K | 0.83% | 16 |
|
|
2020
Q1 | $1.19M | Hold |
9,310
| – | – | 0.88% | 12 |
|
|
2019
Q4 | $1.19M | Buy |
+9,310
| New | +$1.19M | 0.87% | 14 |
|