MAM
Marquette Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Hold |
762
| – | – | 0.04% | 47 |
|
|
2025
Q1 | $189K | Hold |
762
| – | – | 0.03% | 60 |
|
|
2024
Q4 | $168K | Sell |
762
-87
| -10% | -$19.1K | 0.03% | 100 |
|
|
2024
Q3 | $188K | Buy |
849
+91
| +12% | +$20.1K | 0.03% | 106 |
|
|
2024
Q2 | $131K | Hold |
758
| – | – | 0.02% | 90 |
|
|
2024
Q1 | $145K | Sell |
758
-200
| -21% | -$38.2K | 0.03% | 89 |
|
|
2023
Q4 | $157K | Sell |
958
-108
| -10% | -$17.7K | 0.03% | 86 |
|
|
2023
Q3 | $150K | Sell |
1,066
-400
| -27% | -$56.1K | 0.04% | 82 |
|
|
2023
Q2 | $196K | Hold |
1,466
| – | – | 0.05% | 79 |
|
|
2023
Q1 | $192K | Hold |
1,466
| – | – | 0.05% | 83 |
|
|
2022
Q4 | $207K | Buy |
1,466
+455
| +45% | +$64.1K | 0.06% | 68 |
|
|
2022
Q3 | $120K | Sell |
1,011
-5
| -0.5% | -$593 | 0.04% | 93 |
|
|
2022
Q2 | $143K | Buy |
1,016
+54
| +6% | +$7.6K | 0.04% | 97 |
|
|
2022
Q1 | $125K | Buy |
962
+636
| +195% | +$82.6K | 0.03% | 123 |
|
|
2021
Q4 | $44K | Sell |
326
-67
| -17% | -$11.5K | 0.01% | 194 |
|
|
2021
Q3 | $55K | Hold |
393
| – | – | 0.01% | 173 |
|
|
2021
Q2 | $58K | Buy |
393
+67
| +21% | +$9.88K | 0.01% | 160 |
|
|
2021
Q1 | $43K | Buy |
+326
| New | +$43K | 0.01% | 167 |
|
|
2015
Q3 | – | Sell |
-1,240
| Closed | -$202K | – | 86 |
|
|
2015
Q2 | $202K | Buy |
+1,240
| New | +$202K | 0.08% | 85 |
|
|
2015
Q1 | – | Sell |
-1,254
| Closed | -$201K | – | 90 |
|
|
2014
Q4 | $201K | Hold |
1,254
| – | – | 0.08% | 89 |
|
|
2014
Q3 | $238K | Hold |
1,254
| – | – | 0.1% | 76 |
|
|
2014
Q2 | $227K | Hold |
1,254
| – | – | 0.09% | 76 |
|
|
2014
Q1 | $241K | Sell |
1,254
-50
| -4% | -$9.55K | 0.1% | 74 |
|
|
2013
Q4 | $245K | Buy |
1,304
+11
| +0.9% | +$2.16K | 0.1% | 70 |
|
|
2013
Q3 | $239K | Hold |
1,293
| – | – | 0.11% | 68 |
|
|
2013
Q2 | $247K | Buy |
+1,293
| New | +$247K | 0.12% | 63 |
|