MA Private Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Hold |
2,208
| – | – | 0.12% | 58 |
|
|
2025
Q1 | $549K | Buy |
2,208
+77
| +4% | +$19.1K | 0.1% | 56 |
|
|
2024
Q4 | $468K | Buy |
2,131
+828
| +64% | +$182K | 0.09% | 54 |
|
|
2024
Q3 | $288K | Hold |
1,303
| – | – | 0.05% | 63 |
|
|
2024
Q2 | $225K | Hold |
1,303
| – | – | 0.04% | 72 |
|
|
2024
Q1 | $249K | Hold |
1,303
| – | – | 0.05% | 65 |
|
|
2023
Q4 | $213K | Buy |
+1,303
| New | +$213K | 0.05% | 73 |
|
|
2023
Q1 | – | Sell |
-2,128
| Closed | -$300K | – | 73 |
|
|
2022
Q4 | $300K | Buy |
2,128
+9
| +0.4% | +$1.27K | 0.07% | 70 |
|
|
2022
Q3 | $281K | Buy |
2,119
+10
| +0.5% | +$1.33K | 0.07% | 60 |
|
|
2022
Q2 | $289K | Buy |
2,109
+145
| +7% | +$19.9K | 0.07% | 59 |
|
|
2022
Q1 | $255K | Buy |
1,964
+21
| +1% | +$2.73K | 0.05% | 79 |
|
|
2021
Q4 | $260K | Sell |
1,943
-362
| -16% | -$48.4K | 0.05% | 83 |
|
|
2021
Q3 | $306K | Buy |
2,305
+19
| +0.8% | +$2.52K | 0.06% | 72 |
|
|
2021
Q2 | $320K | Buy |
2,286
+18
| +0.8% | +$2.52K | 0.06% | 73 |
|
|
2021
Q1 | $289K | Buy |
+2,268
| New | +$289K | 0.06% | 74 |
|
|
2020
Q4 | – | Sell |
-2,225
| Closed | -$259K | – | 75 |
|
|
2020
Q3 | $259K | Buy |
2,225
+22
| +1% | +$2.56K | 0.06% | 71 |
|
|
2020
Q2 | $254K | Buy |
2,203
+19
| +0.9% | +$2.19K | 0.06% | 72 |
|
|
2020
Q1 | $232K | Buy |
2,184
+20
| +0.9% | +$2.13K | 0.07% | 75 |
|
|
2019
Q4 | $277K | Buy |
+2,164
| New | +$277K | 0.09% | 59 |
|
|
2019
Q2 | – | Sell |
-1,663
| Closed | -$224K | – | 91 |
|
|
2019
Q1 | $224K | Sell |
1,663
-1,352
| -45% | -$182K | 0.07% | 88 |
|
|
2018
Q4 | $328K | Buy |
+3,015
| New | +$328K | 0.12% | 73 |
|