MFG
Magnus Financial Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
3,443
-229
| -6% | -$67.5K | 0.09% | 158 |
|
|
2025
Q1 | $913K | Buy |
3,672
+911
| +33% | +$227K | 0.09% | 164 |
|
|
2024
Q4 | $607K | Sell |
2,761
-53
| -2% | -$11.7K | 0.06% | 194 |
|
|
2024
Q3 | $622K | Buy |
2,814
+9
| +0.3% | +$1.99K | 0.06% | 188 |
|
|
2024
Q2 | $485K | Sell |
2,805
-36
| -1% | -$6.23K | 0.05% | 203 |
|
|
2024
Q1 | $543K | Buy |
2,841
+80
| +3% | +$15.3K | 0.06% | 183 |
|
|
2023
Q4 | $452K | Sell |
2,761
-150
| -5% | -$24.5K | 0.06% | 183 |
|
|
2023
Q3 | $408K | Sell |
2,911
-45
| -2% | -$6.31K | 0.06% | 179 |
|
|
2023
Q2 | $396K | Sell |
2,956
-6
| -0.2% | -$803 | 0.06% | 185 |
|
|
2023
Q1 | $388K | Buy |
2,962
+442
| +18% | +$57.9K | 0.06% | 193 |
|
|
2022
Q4 | $355K | Sell |
2,520
-114
| -4% | -$16.1K | 0.06% | 190 |
|
|
2022
Q3 | $313K | Buy |
2,634
+58
| +2% | +$6.89K | 0.06% | 188 |
|
|
2022
Q2 | $364K | Buy |
2,576
+347
| +16% | +$49K | 0.07% | 186 |
|
|
2022
Q1 | $290K | Buy |
+2,229
| New | +$290K | 0.05% | 225 |
|
|
2021
Q1 | – | Sell |
-4,105
| Closed | -$517K | – | 287 |
|
|
2020
Q4 | $517K | Buy |
4,105
+254
| +7% | +$32K | 0.05% | 137 |
|
|
2020
Q3 | $469K | Sell |
3,851
-17
| -0.4% | -$2.07K | 0.05% | 134 |
|
|
2020
Q2 | $467K | Sell |
3,868
-874
| -18% | -$106K | 0.05% | 178 |
|
|
2020
Q1 | $526K | Sell |
4,742
-251
| -5% | -$27.8K | 0.07% | 132 |
|
|
2019
Q4 | $669K | Buy |
4,993
+774
| +18% | +$104K | 0.1% | 94 |
|
|
2019
Q3 | $614K | Buy |
4,219
+161
| +4% | +$23.4K | 0.12% | 91 |
|
|
2019
Q2 | $560K | Buy |
4,058
+290
| +8% | +$40K | 0.11% | 103 |
|
|
2019
Q1 | $532K | Buy |
3,768
+96
| +3% | +$13.6K | 0.11% | 101 |
|
|
2018
Q4 | $417K | Buy |
+3,672
| New | +$417K | 0.11% | 110 |
|