MGAM
McGowan Group Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Buy |
2,540
+114
| +5% | +$33.6K | 0.09% | 68 |
|
|
2025
Q1 | $603K | Hold |
2,426
| – | – | 0.08% | 70 |
|
|
2024
Q4 | $533K | Buy |
2,426
+382
| +19% | +$84K | 0.07% | 77 |
|
|
2024
Q3 | $452K | Hold |
2,044
| – | – | 0.06% | 82 |
|
|
2024
Q2 | $354K | Hold |
2,044
| – | – | 0.05% | 92 |
|
|
2024
Q1 | $390K | Hold |
2,044
| – | – | 0.06% | 90 |
|
|
2023
Q4 | $334K | Hold |
2,044
| – | – | 0.05% | 97 |
|
|
2023
Q3 | $287K | Hold |
2,044
| – | – | 0.05% | 104 |
|
|
2023
Q2 | $274K | Sell |
2,044
-1,796
| -47% | -$240K | 0.04% | 120 |
|
|
2023
Q1 | $503K | Buy |
3,840
+1,816
| +90% | +$238K | 0.08% | 79 |
|
|
2022
Q4 | $285K | Sell |
2,024
-283
| -12% | -$39.9K | 0.05% | 108 |
|
|
2022
Q3 | $274K | Buy |
2,307
+272
| +13% | +$32.3K | 0.05% | 95 |
|
|
2022
Q2 | $287K | Buy |
2,035
+3
| +0.1% | +$423 | 0.05% | 97 |
|
|
2022
Q1 | $264K | Sell |
2,032
-1,161
| -36% | -$151K | 0.04% | 104 |
|
|
2021
Q4 | $427K | Buy |
3,193
+1,105
| +53% | +$135K | 0.08% | 78 |
|
|
2021
Q3 | $290K | Buy |
2,088
+4
| +0.2% | +$531 | 0.05% | 91 |
|
|
2021
Q2 | $306K | Buy |
2,084
+3
| +0.1% | +$421 | 0.05% | 91 |
|
|
2021
Q1 | $277K | Buy |
2,081
+4
| +0.2% | +$509 | 0.05% | 90 |
|
|
2020
Q4 | $261K | Buy |
+2,077
| New | +$261K | 0.04% | 85 |
|
|
2018
Q4 | – | Sell |
-1,594
| Closed | -$241K | – | 99 |
|
|
2018
Q3 | $241K | Buy |
+1,594
| New | +$241K | 0.04% | 95 |
|