CWS
Cypress Wealth Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Buy |
1,855
+368
| +25% | +$108K | 0.1% | 161 |
|
|
2025
Q1 | $370K | Buy |
1,487
+29
| +2% | +$7.21K | 0.08% | 186 |
|
|
2024
Q4 | $321K | Sell |
1,458
-9
| -0.6% | -$1.98K | 0.06% | 199 |
|
|
2024
Q3 | $324K | Buy |
1,467
+71
| +5% | +$15.7K | 0.07% | 198 |
|
|
2024
Q2 | $241K | Buy |
1,396
+61
| +5% | +$10.6K | 0.05% | 222 |
|
|
2024
Q1 | $255K | Buy |
1,335
+13
| +1% | +$2.48K | 0.06% | 217 |
|
|
2023
Q4 | $216K | Sell |
1,322
-144
| -10% | -$23.6K | 0.05% | 227 |
|
|
2023
Q3 | $206K | Buy |
+1,466
| New | +$206K | 0.06% | 223 |
|
|
2023
Q2 | – | Sell |
-1,564
| Closed | -$205K | – | 255 |
|
|
2023
Q1 | $205K | Buy |
1,564
+11
| +0.7% | +$1.44K | 0.06% | 228 |
|
|
2022
Q4 | $219K | Buy |
+1,553
| New | +$219K | 0.07% | 214 |
|
|
2022
Q3 | – | Sell |
-1,556
| Closed | -$220K | – | 233 |
|
|
2022
Q2 | $220K | Buy |
+1,556
| New | +$220K | 0.07% | 205 |
|
|
2021
Q4 | – | Sell |
-3,536
| Closed | -$491K | – | 236 |
|
|
2021
Q3 | $491K | Sell |
3,536
-298
| -8% | -$41.4K | 0.15% | 112 |
|
|
2021
Q2 | $562K | Sell |
3,834
-567
| -13% | -$83.1K | 0.15% | 113 |
|
|
2021
Q1 | $586K | Buy |
4,401
+124
| +3% | +$16.5K | 0.12% | 133 |
|
|
2020
Q4 | $538K | Buy |
+4,277
| New | +$538K | 0.12% | 144 |
|
|
2020
Q3 | – | Sell |
-4,214
| Closed | -$509K | – | 105 |
|
|
2020
Q2 | $509K | Buy |
4,214
+35
| +0.8% | +$4.23K | 0.12% | 146 |
|
|
2020
Q1 | $464K | Buy |
4,179
+34
| +0.8% | +$3.78K | 0.14% | 131 |
|
|
2019
Q4 | $556K | Buy |
4,145
+21
| +0.5% | +$2.82K | 0.14% | 123 |
|
|
2019
Q3 | $600K | Buy |
4,124
+26
| +0.6% | +$3.78K | 0.16% | 120 |
|
|
2019
Q2 | $565K | Sell |
4,098
-152
| -4% | -$21K | 0.16% | 122 |
|
|
2019
Q1 | $600K | Buy |
+4,250
| New | +$600K | 0.19% | 108 |
|
|
2018
Q1 | – | Sell |
-4,730
| Closed | -$726K | – | 201 |
|
|
2017
Q4 | $726K | Buy |
+4,730
| New | +$726K | 0.3% | 89 |
|