MAM
McLean Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+754
| New | +$217K | 0.06% | 157 |
|
|
2022
Q4 | – | Sell |
-3,030
| Closed | -$360K | – | 136 |
|
|
2022
Q3 | $360K | Sell |
3,030
-12
| -0.4% | -$1.43K | 0.14% | 74 |
|
|
2022
Q2 | $420K | Buy |
3,042
+13
| +0.4% | +$1.8K | 0.17% | 63 |
|
|
2022
Q1 | $394K | Buy |
3,029
+26
| +0.9% | +$3.38K | 0.29% | 65 |
|
|
2021
Q4 | $401K | Sell |
3,003
-3,252
| -52% | -$434K | 0.16% | 71 |
|
|
2021
Q3 | $795K | Buy |
6,255
+36
| +0.6% | +$4.58K | 0.31% | 40 |
|
|
2021
Q2 | $864K | Buy |
6,219
+27
| +0.4% | +$3.75K | 0.39% | 32 |
|
|
2021
Q1 | $879K | Buy |
6,192
+19
| +0.3% | +$2.7K | 0.69% | 26 |
|
|
2020
Q4 | $777K | Buy |
+6,173
| New | +$777K | 0.68% | 25 |
|