MTWM
Masso Torrence Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
988
-24
| -2% | -$7.08K | 0.13% | 84 |
|
|
2025
Q1 | $252K | Buy |
1,012
+2
| +0.2% | +$498 | 0.13% | 85 |
|
|
2024
Q4 | $222K | Buy |
1,010
+42
| +4% | +$9.23K | 0.12% | 87 |
|
|
2024
Q3 | $214K | Buy |
+968
| New | +$214K | 0.12% | 87 |
|
|
2022
Q4 | – | Sell |
-2,087
| Closed | -$248K | – | 98 |
|
|
2022
Q3 | $248K | Buy |
2,087
+3
| +0.1% | +$356 | 0.22% | 69 |
|
|
2022
Q2 | $294K | Buy |
2,084
+3
| +0.1% | +$423 | 0.26% | 63 |
|
|
2022
Q1 | $271K | Sell |
2,081
-322
| -13% | -$41.9K | 0.22% | 68 |
|
|
2021
Q4 | $321K | Buy |
+2,403
| New | +$321K | 0.22% | 70 |
|