MGIA
Matthew Goff Investment Advisor’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,617
| Closed | -$1.9M | – | 96 |
|
|
2023
Q4 | $1.9M | Sell |
11,617
-118
| -1% | -$19.3K | 0.42% | 48 |
|
|
2023
Q3 | $1.65M | Sell |
11,735
-92
| -0.8% | -$12.9K | 0.4% | 47 |
|
|
2023
Q2 | $1.58M | Sell |
11,827
-413
| -3% | -$55.3K | 0.37% | 48 |
|
|
2023
Q1 | $1.6M | Sell |
12,240
-164
| -1% | -$21.5K | 0.4% | 49 |
|
|
2022
Q4 | $1.75M | Sell |
12,404
-137
| -1% | -$19.3K | 0.46% | 44 |
|
|
2022
Q3 | $1.49M | Hold |
12,541
| – | – | 0.43% | 42 |
|
|
2022
Q2 | $1.77M | Sell |
12,541
-13
| -0.1% | -$1.84K | 0.48% | 41 |
|
|
2022
Q1 | $1.63M | Sell |
12,554
-210
| -2% | -$27.3K | 0.38% | 42 |
|
|
2021
Q4 | $1.71M | Sell |
12,764
-88
| -0.7% | -$11.8K | 0.39% | 43 |
|
|
2021
Q3 | $1.79M | Sell |
12,852
-218
| -2% | -$30.3K | 0.44% | 40 |
|
|
2021
Q2 | $1.92M | Buy |
13,070
+91
| +0.7% | +$13.3K | 0.49% | 40 |
|
|
2021
Q1 | $1.73M | Hold |
12,979
| – | – | 0.49% | 44 |
|
|
2020
Q4 | $1.63M | Sell |
12,979
-469
| -3% | -$59K | 0.49% | 40 |
|
|
2020
Q3 | $1.64M | Sell |
13,448
-1,041
| -7% | -$127K | 0.52% | 39 |
|
|
2020
Q2 | $1.75M | Buy |
14,489
+16
| +0.1% | +$1.93K | 0.57% | 37 |
|
|
2020
Q1 | $1.61M | Sell |
14,473
-200
| -1% | -$22.2K | 0.68% | 32 |
|
|
2019
Q4 | $1.97M | Sell |
14,673
-133
| -0.9% | -$17.8K | 0.73% | 30 |
|
|
2019
Q3 | $2.15M | Sell |
14,806
-663
| -4% | -$96.4K | 0.89% | 30 |
|
|
2019
Q2 | $2.13M | Sell |
15,469
-78
| -0.5% | -$10.8K | 0.91% | 29 |
|
|
2019
Q1 | $2.19M | Sell |
15,547
-32
| -0.2% | -$4.52K | 1.01% | 27 |
|
|
2018
Q4 | $1.77M | Sell |
15,579
-125
| -0.8% | -$14.2K | 0.9% | 29 |
|
|
2018
Q3 | $2.38M | Sell |
15,704
-3,253
| -17% | -$492K | 0.95% | 34 |
|
|
2018
Q2 | $2.65M | Sell |
18,957
-12,676
| -40% | -$1.77M | 1.04% | 34 |
|
|
2018
Q1 | $4.85M | Sell |
31,633
-62
| -0.2% | -$9.51K | 2.03% | 20 |
|
|
2017
Q4 | $4.86M | Buy |
31,695
+1
| +0% | +$153 | 2.09% | 19 |
|
|
2017
Q3 | $4.6M | Buy |
31,694
+321
| +1% | +$46.6K | 1.97% | 20 |
|
|
2017
Q2 | $4.83M | Sell |
31,373
-248
| -0.8% | -$38.1K | 4.33% | 8 |
|
|
2017
Q1 | $5.51M | Buy |
+31,621
| New | +$5.51M | 5.26% | 6 |
|