Mason & Associates (Virginia)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
932
-7
| -0.7% | -$2.06K | 0.07% | 34 |
|
|
2025
Q1 | $233K | Hold |
939
| – | – | 0.07% | 38 |
|
|
2024
Q4 | $206K | Hold |
939
| – | – | 0.06% | 37 |
|
|
2024
Q3 | $208K | Buy |
+939
| New | +$208K | 0.06% | 37 |
|
|
2024
Q2 | – | Sell |
-13,829
| Closed | -$2.64M | – | 56 |
|
|
2024
Q1 | $2.64M | Buy |
+13,829
| New | +$2.64M | 2.01% | 18 |
|