MWPCG
Measured Wealth Private Client Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
2,078
+394
| +23% | +$116K | 0.18% | 81 |
|
|
2025
Q1 | $419K | Buy |
1,684
+437
| +35% | +$109K | 0.13% | 108 |
|
|
2024
Q4 | $274K | Buy |
+1,247
| New | +$274K | 0.09% | 148 |
|
|
2022
Q2 | – | Sell |
-1,745
| Closed | -$227K | – | 184 |
|
|
2022
Q1 | $227K | Sell |
1,745
-803
| -32% | -$104K | 0.08% | 153 |
|
|
2021
Q4 | $341K | Sell |
2,548
-1,665
| -40% | -$223K | 0.12% | 104 |
|
|
2021
Q3 | $585K | Sell |
4,213
-7,836
| -65% | -$1.09M | 0.23% | 64 |
|
|
2021
Q2 | $1.77M | Buy |
12,049
+1,398
| +13% | +$205K | 0.56% | 36 |
|
|
2021
Q1 | $1.42M | Buy |
10,651
+1,585
| +17% | +$211K | 0.5% | 37 |
|
|
2020
Q4 | $1.14M | Buy |
9,066
+2,467
| +37% | +$310K | 0.48% | 38 |
|
|
2020
Q3 | $803K | Buy |
+6,599
| New | +$803K | 0.39% | 46 |
|
|
2018
Q4 | – | Sell |
-90
| Closed | -$14K | – | 380 |
|
|
2018
Q3 | $14K | Buy |
+90
| New | +$14K | 0.01% | 575 |
|