Mather Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
6,016
+122
| +2% | +$36K | 0.02% | 202 |
|
|
2025
Q1 | $1.47M | Buy |
5,894
+936
| +19% | +$233K | 0.02% | 207 |
|
|
2024
Q4 | $1.09M | Sell |
4,958
-296
| -6% | -$65.1K | 0.01% | 232 |
|
|
2024
Q3 | $1.16M | Sell |
5,254
-4,981
| -49% | -$1.1M | 0.01% | 224 |
|
|
2024
Q2 | $1.95M | Buy |
10,235
+5,517
| +117% | +$1.05M | 0.02% | 182 |
|
|
2024
Q1 | $772K | Sell |
4,718
-290
| -6% | -$47.4K | 0.01% | 262 |
|
|
2023
Q4 | $819K | Buy |
5,008
+262
| +6% | +$42.8K | 0.01% | 258 |
|
|
2023
Q3 | $666K | Sell |
4,746
-31
| -0.6% | -$4.35K | 0.01% | 267 |
|
|
2023
Q2 | $639K | Sell |
4,777
-967
| -17% | -$129K | 0.01% | 303 |
|
|
2023
Q1 | $753K | Buy |
5,744
+1,418
| +33% | +$186K | 0.01% | 255 |
|
|
2022
Q4 | $609K | Sell |
4,326
-500
| -10% | -$70.4K | 0.01% | 286 |
|
|
2022
Q3 | $573K | Buy |
4,826
+1,277
| +36% | +$152K | 0.01% | 266 |
|
|
2022
Q2 | $501K | Buy |
3,549
+64
| +2% | +$9.04K | 0.01% | 248 |
|
|
2022
Q1 | $453K | Sell |
3,485
-728
| -17% | -$94.6K | 0.01% | 280 |
|
|
2021
Q4 | $563K | Sell |
4,213
-295
| -7% | -$39.4K | 0.01% | 209 |
|
|
2021
Q3 | $599K | Buy |
4,508
+28
| +0.6% | +$3.72K | 0.01% | 155 |
|
|
2021
Q2 | $628K | Sell |
4,480
-110
| -2% | -$15.4K | 0.02% | 142 |
|
|
2021
Q1 | $585K | Sell |
4,590
-565
| -11% | -$72K | 0.02% | 132 |
|
|
2020
Q4 | $620K | Sell |
5,155
-554
| -10% | -$66.6K | 0.02% | 121 |
|
|
2020
Q3 | $664K | Sell |
5,709
-776
| -12% | -$90.3K | 0.03% | 112 |
|
|
2020
Q2 | $749K | Buy |
6,485
+2,481
| +62% | +$287K | 0.03% | 108 |
|
|
2020
Q1 | $425K | Buy |
4,004
+1,769
| +79% | +$188K | 0.03% | 97 |
|
|
2019
Q4 | $286K | Buy |
+2,235
| New | +$286K | 0.02% | 132 |
|