MAM
Marotta Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
1,198
-462
| -28% | -$136K | 0.07% | 78 |
|
|
2025
Q1 | $367K | Buy |
1,660
+103
| +7% | +$22.8K | 0.07% | 85 |
|
|
2024
Q4 | $342K | Sell |
1,557
-103
| -6% | -$22.7K | 0.07% | 91 |
|
|
2024
Q3 | $367K | Sell |
1,660
-60
| -3% | -$13.3K | 0.07% | 85 |
|
|
2024
Q2 | $301K | Buy |
+1,720
| New | +$301K | 0.06% | 96 |
|
|
2022
Q4 | – | Sell |
-1,929
| Closed | -$229K | – | 110 |
|
|
2022
Q3 | $229K | Hold |
1,929
| – | – | 0.06% | 93 |
|
|
2022
Q2 | $272K | Buy |
1,929
+156
| +9% | +$22K | 0.07% | 89 |
|
|
2022
Q1 | $231K | Buy |
+1,773
| New | +$231K | 0.05% | 102 |
|