Meridian Financial Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
1,669
-180
| -10% | -$53.1K | 0.23% | 69 |
|
|
2025
Q1 | $460K | Sell |
1,849
-22
| -1% | -$5.47K | 0.23% | 67 |
|
|
2024
Q4 | $411K | Sell |
1,871
-55
| -3% | -$12.1K | 0.22% | 68 |
|
|
2024
Q3 | $426K | Buy |
1,926
+85
| +5% | +$18.8K | 0.22% | 69 |
|
|
2024
Q2 | $341K | Buy |
+1,841
| New | +$341K | 0.2% | 65 |
|
|
2023
Q3 | – | Sell |
-7,414
| Closed | -$1.03M | – | 61 |
|
|
2023
Q2 | $1.03M | Buy |
+7,414
| New | +$1.03M | 0.62% | 43 |
|
|
2022
Q3 | – | Sell |
-7,060
| Closed | -$912K | – | 57 |
|
|
2022
Q2 | $912K | Buy |
+7,060
| New | +$912K | 0.62% | 43 |
|
|
2022
Q1 | – | Sell |
-6,228
| Closed | -$819K | – | 55 |
|
|
2021
Q4 | $819K | Buy |
6,228
+364
| +6% | +$47.9K | 0.55% | 40 |
|
|
2021
Q3 | $789K | Buy |
5,864
+200
| +4% | +$26.9K | 0.53% | 39 |
|
|
2021
Q2 | $758K | Buy |
5,664
+179
| +3% | +$24K | 0.52% | 40 |
|
|
2021
Q1 | $725K | Buy |
5,485
+366
| +7% | +$48.4K | 0.55% | 37 |
|
|
2020
Q4 | $637K | Sell |
5,119
-12
| -0.2% | -$1.49K | 0.49% | 40 |
|
|
2020
Q3 | $550K | Buy |
5,131
+232
| +5% | +$24.9K | 0.46% | 40 |
|
|
2020
Q2 | $565K | Buy |
4,899
+1,674
| +52% | +$193K | 0.51% | 40 |
|
|
2020
Q1 | $370K | Buy |
3,225
+103
| +3% | +$11.8K | 0.4% | 48 |
|
|
2019
Q4 | $404K | Sell |
3,122
-816
| -21% | -$106K | 0.4% | 43 |
|
|
2019
Q3 | $533K | Sell |
3,938
-307
| -7% | -$41.6K | 0.6% | 33 |
|
|
2019
Q2 | $574K | Buy |
4,245
+52
| +1% | +$7.03K | 0.64% | 29 |
|
|
2019
Q1 | $558K | Sell |
4,193
-85
| -2% | -$11.3K | 0.63% | 27 |
|
|
2018
Q4 | $465K | Buy |
+4,278
| New | +$465K | 0.63% | 27 |
|