MWM
Melfa Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Hold |
1,275
| – | – | 0.24% | 103 |
|
|
2025
Q1 | $317K | Hold |
1,275
| – | – | 0.21% | 112 |
|
|
2024
Q4 | $280K | Hold |
1,275
| – | – | 0.19% | 129 |
|
|
2024
Q3 | $282K | Sell |
1,275
-150
| -11% | -$33.2K | 0.19% | 127 |
|
|
2024
Q2 | $246K | Buy |
1,425
+125
| +10% | +$21.6K | 0.17% | 133 |
|
|
2024
Q1 | $248K | Buy |
+1,300
| New | +$248K | 0.18% | 129 |
|