McGuire Investment Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,048
| Closed | -$453K | – | 112 |
|
|
2024
Q3 | $453K | Buy |
2,048
+12
| +0.6% | +$2.35K | 0.06% | 87 |
|
|
2024
Q2 | $352K | Hold |
2,036
| – | – | 0.05% | 91 |
|
|
2024
Q1 | $389K | Sell |
2,036
-367
| -15% | -$67K | 0.06% | 92 |
|
|
2023
Q4 | $393K | Sell |
2,403
-946
| -28% | -$143K | 0.07% | 84 |
|
|
2023
Q3 | $470K | Sell |
3,349
-386
| -10% | -$54.9K | 0.09% | 76 |
|
|
2023
Q2 | $500K | Buy |
3,735
+481
| +15% | +$62.1K | 0.09% | 78 |
|
|
2023
Q1 | $427K | Sell |
3,254
-132
| -4% | -$17.7K | 0.08% | 83 |
|
|
2022
Q4 | $477K | Sell |
3,386
-50
| -1% | -$6.9K | 0.1% | 81 |
|
|
2022
Q3 | $408K | Sell |
3,436
-84
| -2% | -$11K | 0.09% | 80 |
|
|
2022
Q2 | $497K | Sell |
3,520
-38
| -1% | -$5.13K | 0.11% | 79 |
|
|
2022
Q1 | $463K | Buy |
3,558
+14
| +0.4% | +$1.83K | 0.08% | 79 |
|
|
2021
Q4 | $474K | Sell |
3,544
-780
| -18% | -$97.8K | 0.08% | 83 |
|
|
2021
Q3 | $574K | Buy |
4,324
+179
| +4% | +$23.9K | 0.11% | 77 |
|
|
2021
Q2 | $581K | Buy |
4,145
+286
| +7% | +$39.1K | 0.11% | 74 |
|
|
2021
Q1 | $492K | Buy |
+3,859
| New | +$462K | 0.1% | 74 |
|
|
2019
Q4 | – | Sell |
-1,562
| Closed | -$217K | – | 93 |
|
|
2019
Q3 | $217K | Sell |
1,562
-8
| -0.5% | -$1.08K | 0.07% | 93 |
|
|
2019
Q2 | $207K | Sell |
1,570
-198
| -11% | -$26K | 0.07% | 91 |
|
|
2019
Q1 | $238K | Buy |
+1,768
| New | +$225K | 0.08% | 88 |
|
|
2018
Q4 | – | Sell |
-1,531
| Closed | -$221K | – | 87 |
|
|
2018
Q3 | $221K | Buy |
+1,531
| New | +$214K | 0.07% | 85 |
|
Other funds holding IBM
