ML
McAdam LLC’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Buy |
2,911
+339
| +13% | +$99.9K | 0.05% | 149 |
|
|
2025
Q1 | $639K | Sell |
2,572
-1,068
| -29% | -$266K | 0.04% | 161 |
|
|
2024
Q4 | $800K | Buy |
3,640
+70
| +2% | +$15.4K | 0.04% | 154 |
|
|
2024
Q3 | $789K | Buy |
3,570
+52
| +1% | +$11.5K | 0.04% | 152 |
|
|
2024
Q2 | $608K | Buy |
3,518
+154
| +5% | +$26.6K | 0.04% | 154 |
|
|
2024
Q1 | $642K | Sell |
3,364
-326
| -9% | -$62.2K | 0.04% | 149 |
|
|
2023
Q4 | $604K | Sell |
3,690
-152
| -4% | -$24.9K | 0.04% | 143 |
|
|
2023
Q3 | $539K | Buy |
3,842
+524
| +16% | +$73.5K | 0.04% | 149 |
|
|
2023
Q2 | $444K | Buy |
3,318
+278
| +9% | +$37.2K | 0.04% | 165 |
|
|
2023
Q1 | $398K | Buy |
3,040
+65
| +2% | +$8.52K | 0.04% | 168 |
|
|
2022
Q4 | $398K | Sell |
2,975
-43
| -1% | -$5.75K | 0.04% | 122 |
|
|
2022
Q3 | $359K | Buy |
3,018
+4
| +0.1% | +$476 | 0.04% | 152 |
|
|
2022
Q2 | $426K | Buy |
3,014
+38
| +1% | +$5.37K | 0.05% | 145 |
|
|
2022
Q1 | $387K | Buy |
2,976
+1
| +0% | +$130 | 0.04% | 131 |
|
|
2021
Q4 | $398K | Sell |
2,975
-265
| -8% | -$35.5K | 0.04% | 122 |
|
|
2021
Q3 | $450K | Buy |
3,240
+5
| +0.2% | +$694 | 0.05% | 105 |
|
|
2021
Q2 | $459K | Buy |
3,235
+5
| +0.2% | +$709 | 0.05% | 102 |
|
|
2021
Q1 | $430K | Sell |
3,230
-5
| -0.2% | -$666 | 0.06% | 96 |
|
|
2020
Q4 | $416K | Buy |
3,235
+508
| +19% | +$65.3K | 0.06% | 96 |
|
|
2020
Q3 | $332K | Buy |
2,727
+33
| +1% | +$4.02K | 0.06% | 85 |
|
|
2020
Q2 | $325K | Buy |
2,694
+12
| +0.4% | +$1.45K | 0.07% | 80 |
|
|
2020
Q1 | $298K | Buy |
+2,682
| New | +$298K | 0.08% | 72 |
|
|
2018
Q4 | – | Sell |
-514
| Closed | -$79K | – | 297 |
|
|
2018
Q3 | $79K | Sell |
514
-2,558
| -83% | -$393K | 0.03% | 132 |
|
|
2018
Q2 | $429K | Sell |
3,072
-1
| -0% | -$140 | 0.17% | 39 |
|
|
2018
Q1 | $471K | Buy |
+3,073
| New | +$471K | 0.22% | 34 |
|