MW
MBL Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
4,549
+9
| +0.2% | +$2.65K | 0.13% | 86 |
|
|
2025
Q1 | $1.13M | Buy |
4,540
+919
| +25% | +$229K | 0.11% | 84 |
|
|
2024
Q4 | $796K | Buy |
3,621
+18
| +0.5% | +$3.96K | 0.08% | 104 |
|
|
2024
Q3 | $797K | Buy |
3,603
+1,318
| +58% | +$291K | 0.09% | 109 |
|
|
2024
Q2 | $395K | Sell |
2,285
-1,376
| -38% | -$238K | 0.04% | 141 |
|
|
2024
Q1 | $699K | Buy |
3,661
+69
| +2% | +$13.2K | 0.08% | 106 |
|
|
2023
Q4 | $587K | Buy |
3,592
+1,574
| +78% | +$257K | 0.07% | 107 |
|
|
2023
Q3 | $283K | Buy |
2,018
+497
| +33% | +$69.7K | 0.04% | 141 |
|
|
2023
Q2 | $204K | Sell |
1,521
-285
| -16% | -$38.1K | 0.03% | 169 |
|
|
2023
Q1 | $237K | Buy |
1,806
+317
| +21% | +$41.6K | 0.04% | 139 |
|
|
2022
Q4 | $210K | Buy |
+1,489
| New | +$210K | 0.04% | 151 |
|