CWP
Cyndeo Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Buy |
13,976
+194
| +1% | +$57.2K | 0.24% | 107 |
|
|
2025
Q1 | $3.43M | Sell |
13,782
-196
| -1% | -$48.7K | 0.23% | 120 |
|
|
2024
Q4 | $3.07M | Sell |
13,978
-1,178
| -8% | -$259K | 0.21% | 126 |
|
|
2024
Q3 | $3.35M | Buy |
15,156
+450
| +3% | +$99.5K | 0.23% | 118 |
|
|
2024
Q2 | $2.54M | Sell |
14,706
-27,085
| -65% | -$4.68M | 0.2% | 135 |
|
|
2024
Q1 | $7.98M | Sell |
41,791
-1,920
| -4% | -$367K | 0.66% | 36 |
|
|
2023
Q4 | $7.15M | Buy |
43,711
+6,543
| +18% | +$1.07M | 0.66% | 36 |
|
|
2023
Q3 | $5.21M | Buy |
37,168
+23,510
| +172% | +$3.3M | 0.54% | 55 |
|
|
2023
Q2 | $1.83M | Sell |
13,658
-26,474
| -66% | -$3.54M | 0.19% | 128 |
|
|
2023
Q1 | $5.26M | Buy |
40,132
+2,898
| +8% | +$380K | 0.57% | 50 |
|
|
2022
Q4 | $5.25M | Buy |
+37,234
| New | +$5.25M | 0.62% | 51 |
|