MB, Levis & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Sell |
2,667
-64
| -2% | -$18.9K | 0.35% | 40 |
|
|
2025
Q1 | $679K | Buy |
2,731
+1
| +0% | +$249 | 0.32% | 42 |
|
|
2024
Q4 | $600K | Buy |
2,730
+2
| +0.1% | +$440 | 0.3% | 42 |
|
|
2024
Q3 | $603K | Sell |
2,728
-223
| -8% | -$49.3K | 0.3% | 44 |
|
|
2024
Q2 | $510K | Buy |
2,951
+2
| +0.1% | +$346 | 0.27% | 44 |
|
|
2024
Q1 | $563K | Buy |
2,949
+2
| +0.1% | +$382 | 0.3% | 43 |
|
|
2023
Q4 | $482K | Buy |
2,947
+15
| +0.5% | +$2.45K | 0.28% | 42 |
|
|
2023
Q3 | $411K | Buy |
2,932
+17
| +0.6% | +$2.39K | 0.27% | 43 |
|
|
2023
Q2 | $390K | Sell |
2,915
-997
| -25% | -$133K | 0.25% | 42 |
|
|
2023
Q1 | $513K | Buy |
3,912
+136
| +4% | +$17.8K | 0.36% | 38 |
|
|
2022
Q4 | $532K | Buy |
+3,776
| New | +$532K | 0.42% | 35 |
|