MWM
Mascoma Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
831
| – | – | 0.06% | 83 |
|
|
2025
Q1 | $207K | Sell |
831
-96
| -10% | -$23.9K | 0.05% | 94 |
|
|
2024
Q4 | $204K | Buy |
927
+96
| +12% | +$21.1K | 0.05% | 93 |
|
|
2024
Q3 | $184K | Hold |
831
| – | – | 0.05% | 97 |
|
|
2024
Q2 | $144K | Sell |
831
-943
| -53% | -$163K | 0.04% | 110 |
|
|
2024
Q1 | $339K | Buy |
1,774
+1
| +0.1% | +$191 | 0.1% | 72 |
|
|
2023
Q4 | $290K | Buy |
1,773
+1
| +0.1% | +$164 | 0.09% | 79 |
|
|
2023
Q3 | $249K | Buy |
1,772
+1
| +0.1% | +$140 | 0.08% | 88 |
|
|
2023
Q2 | $258K | Sell |
1,771
-1,168
| -40% | -$170K | 0.08% | 86 |
|
|
2023
Q1 | $372K | Buy |
2,939
+51
| +2% | +$6.45K | 0.11% | 84 |
|
|
2022
Q4 | $407K | Sell |
2,888
-16
| -0.6% | -$2.25K | 0.13% | 78 |
|
|
2022
Q3 | $345K | Buy |
2,904
+1
| +0% | +$119 | 0.12% | 87 |
|
|
2022
Q2 | $410K | Buy |
2,903
+101
| +4% | +$14.3K | 0.14% | 79 |
|
|
2022
Q1 | $364K | Buy |
2,802
+18
| +0.6% | +$2.34K | 0.12% | 86 |
|
|
2021
Q4 | $372K | Sell |
2,784
-134
| -5% | -$17.9K | 0.13% | 74 |
|
|
2021
Q3 | $405K | Sell |
2,918
-44
| -1% | -$6.11K | 0.16% | 69 |
|
|
2021
Q2 | $434K | Sell |
2,962
-399
| -12% | -$58.5K | 0.19% | 66 |
|
|
2021
Q1 | $448K | Sell |
3,361
-49
| -1% | -$6.53K | 0.19% | 65 |
|
|
2020
Q4 | $429K | Buy |
+3,410
| New | +$429K | 0.21% | 60 |
|
|
2019
Q3 | $468K | Buy |
3,217
+161
| +5% | +$23.4K | 0.3% | 47 |
|
|
2019
Q2 | $421K | Buy |
3,056
+174
| +6% | +$24K | 0.26% | 51 |
|
|
2019
Q1 | $407K | Buy |
2,882
+1
| +0% | +$141 | 0.27% | 47 |
|
|
2018
Q4 | $328K | Buy |
2,881
+1
| +0% | +$114 | 0.25% | 51 |
|
|
2018
Q3 | $436K | Hold |
2,880
| – | – | 0.29% | 41 |
|
|
2018
Q2 | $402K | Buy |
2,880
+127
| +5% | +$17.7K | 0.28% | 45 |
|
|
2018
Q1 | $422K | Buy |
2,753
+1
| +0% | +$153 | 0.28% | 43 |
|
|
2017
Q4 | $438K | Buy |
2,752
+100
| +4% | +$15.9K | 0.27% | 39 |
|
|
2017
Q3 | $385K | Sell |
2,652
-204
| -7% | -$29.6K | 0.26% | 48 |
|
|
2017
Q2 | $439K | Buy |
2,856
+1,401
| +96% | +$215K | 0.3% | 41 |
|
|
2017
Q1 | $253K | Hold |
1,455
| – | – | 0.18% | 46 |
|
|
2016
Q4 | $241K | Buy |
+1,455
| New | +$241K | 0.18% | 51 |
|