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