MWC
MBM Wealth Consultants’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Sell |
2,484
-15
| -0.6% | -$4.42K | 0.2% | 63 |
|
|
2025
Q1 | $621K | Buy |
2,499
+129
| +5% | +$32.1K | 0.18% | 58 |
|
|
2024
Q4 | $521K | Buy |
2,370
+30
| +1% | +$6.6K | 0.16% | 62 |
|
|
2024
Q3 | $517K | Sell |
2,340
-19
| -0.8% | -$4.2K | 0.16% | 60 |
|
|
2024
Q2 | $416K | Buy |
2,359
+19
| +0.8% | +$3.35K | 0.14% | 66 |
|
|
2024
Q1 | $447K | Sell |
2,340
-49
| -2% | -$9.35K | 0.16% | 63 |
|
|
2023
Q4 | $447K | Sell |
2,389
-261
| -10% | -$48.8K | 0.17% | 61 |
|
|
2023
Q3 | $367K | Buy |
2,650
+49
| +2% | +$6.78K | 0.16% | 65 |
|
|
2023
Q2 | $346K | Sell |
2,601
-400
| -13% | -$53.1K | 0.15% | 68 |
|
|
2023
Q1 | $416K | Hold |
3,001
| – | – | 0.17% | 59 |
|
|
2022
Q4 | $425K | Buy |
3,001
+565
| +23% | +$80K | 0.2% | 59 |
|
|
2022
Q3 | $296K | Sell |
2,436
-20
| -0.8% | -$2.43K | 0.14% | 67 |
|
|
2022
Q2 | $347K | Sell |
2,456
-302
| -11% | -$42.7K | 0.17% | 63 |
|
|
2022
Q1 | $359K | Sell |
2,758
-2,151
| -44% | -$280K | 0.15% | 72 |
|
|
2021
Q4 | $656K | Sell |
4,909
-3,342
| -41% | -$447K | 0.27% | 50 |
|
|
2021
Q3 | $1.21M | Hold |
8,251
| – | – | 0.55% | 32 |
|
|
2021
Q2 | $1.21M | Sell |
8,251
-684
| -8% | -$100K | 0.57% | 31 |
|
|
2021
Q1 | $1.19M | Buy |
8,935
+128
| +1% | +$17.1K | 0.6% | 32 |
|
|
2020
Q4 | $1.11M | Buy |
+8,807
| New | +$1.11M | 0.6% | 31 |
|
|
2020
Q2 | – | Sell |
-13
| Closed | -$1K | – | 213 |
|
|
2020
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 193 |
|
|
2019
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 199 |
|
|
2019
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 196 |
|
|
2019
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 204 |
|
|
2019
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 200 |
|
|
2018
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 222 |
|