MeadowBrook Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $364K | Sell |
1,236
-200
| -14% | -$59K | 0.33% | 72 |
|
2025
Q1 | $357K | Sell |
1,436
-15
| -1% | -$3.73K | 0.33% | 66 |
|
2024
Q4 | $319K | Sell |
1,451
-15
| -1% | -$3.3K | 0.28% | 80 |
|
2024
Q3 | $324K | Sell |
1,466
-579
| -28% | -$128K | 0.29% | 79 |
|
2024
Q2 | $354K | Sell |
2,045
-235
| -10% | -$40.6K | 0.33% | 67 |
|
2024
Q1 | $435K | Sell |
2,280
-130
| -5% | -$24.8K | 0.41% | 59 |
|
2023
Q4 | $394K | Buy |
+2,410
| New | +$394K | 0.38% | 63 |
|