MCWA
Meadow Creek Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Buy |
2,652
+177
| +7% | +$52.2K | 0.53% | 37 |
|
|
2025
Q1 | $615K | Buy |
2,475
+359
| +17% | +$89.3K | 0.46% | 46 |
|
|
2024
Q4 | $465K | Buy |
2,116
+38
| +2% | +$8.35K | 0.33% | 65 |
|
|
2024
Q3 | $459K | Buy |
2,078
+582
| +39% | +$129K | 0.36% | 64 |
|
|
2024
Q2 | $259K | Buy |
1,496
+242
| +19% | +$41.9K | 0.24% | 99 |
|
|
2024
Q1 | $239K | Buy |
1,254
+6
| +0.5% | +$1.15K | 0.17% | 120 |
|
|
2023
Q4 | $204K | Buy |
+1,248
| New | +$204K | 0.2% | 101 |
|
|
2019
Q4 | $203K | Buy |
+1,512
| New | +$203K | 0.28% | 91 |
|