MWM
Mattern Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Hold |
1,761
| – | – | 0.11% | 91 |
|
|
2025
Q1 | $438K | Buy |
1,761
+200
| +13% | +$49.7K | 0.1% | 107 |
|
|
2024
Q4 | $343K | Sell |
1,561
-300
| -16% | -$65.9K | 0.08% | 127 |
|
|
2024
Q3 | $411K | Sell |
1,861
-182
| -9% | -$40.2K | 0.09% | 119 |
|
|
2024
Q2 | $353K | Sell |
2,043
-50
| -2% | -$8.65K | 0.08% | 129 |
|
|
2024
Q1 | $400K | Hold |
2,093
| – | – | 0.1% | 124 |
|
|
2023
Q4 | $342K | Hold |
2,093
| – | – | 0.09% | 130 |
|
|
2023
Q3 | $294K | Sell |
2,093
-200
| -9% | -$28.1K | 0.09% | 135 |
|
|
2023
Q2 | $307K | Sell |
2,293
-34
| -1% | -$4.55K | 0.09% | 134 |
|
|
2023
Q1 | $305K | Hold |
2,327
| – | – | 0.1% | 140 |
|
|
2022
Q4 | $328K | Hold |
2,327
| – | – | 0.13% | 124 |
|
|
2022
Q3 | $276K | Hold |
2,327
| – | – | 0.11% | 127 |
|
|
2022
Q2 | $329K | Buy |
2,327
+34
| +1% | +$4.81K | 0.13% | 114 |
|
|
2022
Q1 | $298K | Buy |
2,293
+100
| +5% | +$13K | 0.1% | 130 |
|
|
2021
Q4 | $293K | Buy |
2,193
+100
| +5% | +$13.4K | 0.09% | 146 |
|
|
2021
Q3 | $291K | Hold |
2,093
| – | – | 0.1% | 138 |
|
|
2021
Q2 | $291K | Sell |
2,093
-57
| -3% | -$7.93K | 0.09% | 140 |
|
|
2021
Q1 | $287K | Sell |
2,150
-200
| -9% | -$26.7K | 0.1% | 137 |
|
|
2020
Q4 | $296K | Buy |
+2,350
| New | +$296K | 0.11% | 132 |
|