MHR
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Matthew Hamilton Rosenberg’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$541K Sell
1,836
-175
-9% -$51.6K 0.13% 77
2025
Q1
$500K Buy
2,011
+94
+5% +$23.4K 0.13% 75
2024
Q4
$422K Sell
1,917
-3
-0.2% -$660 0.11% 84
2024
Q3
$425K Hold
1,920
0.11% 86
2024
Q2
$336K Hold
1,920
0.1% 106
2024
Q1
$365K Sell
1,920
-195
-9% -$37K 0.11% 97
2023
Q4
$346K Sell
2,115
-27
-1% -$4.42K 0.11% 101
2023
Q3
$300K Buy
2,142
+97
+5% +$13.6K 0.1% 109
2023
Q2
$274K Buy
2,045
+124
+6% +$16.6K 0.09% 125
2023
Q1
$252K Sell
1,921
-179
-9% -$23.5K 0.08% 150
2022
Q4
$296K Buy
2,100
+1
+0% +$141 0.1% 131
2022
Q3
$249K Buy
2,099
+3
+0.1% +$356 0.1% 124
2022
Q2
$296K Buy
2,096
+123
+6% +$17.4K 0.11% 111
2022
Q1
$257K Buy
1,973
+83
+4% +$10.8K 0.09% 150
2021
Q4
$253K Sell
1,890
-106
-5% -$14.2K 0.09% 146
2021
Q3
$277K Buy
1,996
+42
+2% +$5.83K 0.11% 115
2021
Q2
$286K Buy
1,954
+2
+0.1% +$293 0.15% 82
2021
Q1
$160K Buy
1,952
+155
+9% +$12.7K 0.09% 156
2020
Q4
$226K Buy
1,797
+71
+4% +$8.93K 0.14% 94
2020
Q3
$210K Sell
1,726
-70
-4% -$8.52K 0.15% 85
2020
Q2
$217K Buy
1,796
+25
+1% +$3.02K 0.17% 72
2020
Q1
$197K Buy
+1,771
New +$197K 0.2% 57