MFA
Mayflower Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
7,257
+214
| +3% | +$63.1K | 0.3% | 80 |
|
|
2025
Q1 | $1.75M | Sell |
7,043
-180
| -2% | -$44.8K | 0.27% | 94 |
|
|
2024
Q4 | $1.59M | Buy |
7,223
+1,069
| +17% | +$235K | 0.24% | 99 |
|
|
2024
Q3 | $1.36M | Sell |
6,154
-55
| -0.9% | -$12.2K | 0.2% | 109 |
|
|
2024
Q2 | $1.07M | Sell |
6,209
-1,595
| -20% | -$276K | 0.18% | 119 |
|
|
2024
Q1 | $1.49M | Sell |
7,804
-30,135
| -79% | -$5.75M | 0.25% | 95 |
|
|
2023
Q4 | $6.2M | Sell |
37,939
-962
| -2% | -$157K | 0.86% | 27 |
|
|
2023
Q3 | $5.46M | Buy |
38,901
+64
| +0.2% | +$8.98K | 0.82% | 28 |
|
|
2023
Q2 | $5.2M | Sell |
38,837
-171
| -0.4% | -$22.9K | 0.67% | 34 |
|
|
2023
Q1 | $5.11M | Buy |
39,008
+207
| +0.5% | +$27.1K | 0.67% | 35 |
|
|
2022
Q4 | $5.47M | Sell |
38,801
-213
| -0.5% | -$30K | 0.76% | 30 |
|
|
2022
Q3 | $4.64M | Sell |
39,014
-55
| -0.1% | -$6.53K | 0.75% | 30 |
|
|
2022
Q2 | $5.52M | Sell |
39,069
-89
| -0.2% | -$12.6K | 0.85% | 28 |
|
|
2022
Q1 | $5.09M | Buy |
39,158
+5,679
| +17% | +$738K | 0.69% | 33 |
|
|
2021
Q4 | $4.48M | Buy |
33,479
+6,266
| +23% | +$838K | 0.59% | 37 |
|
|
2021
Q3 | $3.86M | Buy |
27,213
+132
| +0.5% | +$18.7K | 0.52% | 44 |
|
|
2021
Q2 | $3.97M | Buy |
27,081
+230
| +0.9% | +$33.7K | 0.55% | 41 |
|
|
2021
Q1 | $3.58M | Buy |
26,851
+278
| +1% | +$37K | 0.53% | 39 |
|
|
2020
Q4 | $3.35M | Buy |
+26,573
| New | +$3.35M | 0.58% | 38 |
|