Meridian Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Hold |
1,779
| – | – | 0.34% | 57 |
|
|
2025
Q1 | $442K | Hold |
1,779
| – | – | 0.31% | 62 |
|
|
2024
Q4 | $391K | Sell |
1,779
-45
| -2% | -$9.89K | 0.27% | 66 |
|
|
2024
Q3 | $403K | Hold |
1,824
| – | – | 0.27% | 71 |
|
|
2024
Q2 | $315K | Hold |
1,824
| – | – | 0.23% | 84 |
|
|
2024
Q1 | $348K | Hold |
1,824
| – | – | 0.26% | 74 |
|
|
2023
Q4 | $298K | Sell |
1,824
-50
| -3% | -$8.18K | 0.23% | 81 |
|
|
2023
Q3 | $263K | Sell |
1,874
-50
| -3% | -$7.02K | 0.24% | 80 |
|
|
2023
Q2 | $257K | Buy |
1,924
+158
| +9% | +$21.1K | 0.23% | 80 |
|
|
2023
Q1 | $232K | Sell |
1,766
-75
| -4% | -$9.83K | 0.23% | 89 |
|
|
2022
Q4 | $259K | Sell |
1,841
-105
| -5% | -$14.8K | 0.27% | 73 |
|
|
2022
Q3 | $231K | Sell |
1,946
-14
| -0.7% | -$1.66K | 0.27% | 74 |
|
|
2022
Q2 | $277K | Hold |
1,960
| – | – | 0.31% | 67 |
|
|
2022
Q1 | $255K | Sell |
1,960
-75
| -4% | -$9.75K | 0.26% | 74 |
|
|
2021
Q4 | $272K | Buy |
+2,035
| New | +$272K | 0.25% | 71 |
|