MGWM
Marks Group Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
9,324
-786
| -8% | -$232K | 0.26% | 101 |
|
|
2025
Q1 | $2.51M | Sell |
10,110
-315
| -3% | -$78.3K | 0.24% | 104 |
|
|
2024
Q4 | $2.29M | Buy |
10,425
+45
| +0.4% | +$9.89K | 0.23% | 108 |
|
|
2024
Q3 | $2.29M | Sell |
10,380
-177
| -2% | -$39.1K | 0.22% | 113 |
|
|
2024
Q2 | $1.83M | Sell |
10,557
-732
| -6% | -$127K | 0.19% | 129 |
|
|
2024
Q1 | $2.16M | Buy |
11,289
+2,432
| +27% | +$464K | 0.23% | 116 |
|
|
2023
Q4 | $1.45M | Sell |
8,857
-960
| -10% | -$157K | 0.17% | 140 |
|
|
2023
Q3 | $1.38M | Sell |
9,817
-699
| -7% | -$98.1K | 0.17% | 142 |
|
|
2023
Q2 | $1.41M | Sell |
10,516
-15
| -0.1% | -$2.01K | 0.17% | 141 |
|
|
2023
Q1 | $1.38M | Buy |
10,531
+862
| +9% | +$113K | 0.18% | 139 |
|
|
2022
Q4 | $1.36M | Buy |
9,669
+853
| +10% | +$120K | 0.19% | 134 |
|
|
2022
Q3 | $1.05M | Buy |
8,816
+1,044
| +13% | +$124K | 0.16% | 149 |
|
|
2022
Q2 | $1.1M | Buy |
7,772
+1,179
| +18% | +$166K | 0.16% | 149 |
|
|
2022
Q1 | $857K | Buy |
+6,593
| New | +$857K | 0.11% | 177 |
|