Magnolia Capital 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 | $787K | Sell |
2,670
-32
| -1% | -$9.43K | 0.2% | 122 |
|
|
2025
Q1 | $672K | Sell |
2,702
-79
| -3% | -$19.6K | 0.18% | 130 |
|
|
2024
Q4 | $611K | Buy |
2,781
+563
| +25% | +$124K | 0.16% | 143 |
|
|
2024
Q3 | $490K | Buy |
+2,218
| New | +$490K | 0.25% | 96 |
|
|
2022
Q2 | – | Sell |
-4,888
| Closed | -$636K | – | 154 |
|
|
2022
Q1 | $636K | Sell |
4,888
-130
| -3% | -$16.9K | 0.25% | 92 |
|
|
2021
Q4 | $671K | Sell |
5,018
-557
| -10% | -$74.5K | 0.2% | 92 |
|
|
2021
Q3 | $740K | Buy |
+5,575
| New | +$740K | 0.26% | 85 |
|