Meridian Wealth 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 | $2.67M | Sell |
9,054
-545
| -6% | -$161K | 0.42% | 53 |
|
|
2025
Q1 | $2.39M | Buy |
9,599
+2,910
| +44% | +$724K | 0.41% | 51 |
|
|
2024
Q4 | $1.47M | Sell |
6,689
-82
| -1% | -$18K | 0.24% | 64 |
|
|
2024
Q3 | $1.5M | Sell |
6,771
-89
| -1% | -$19.7K | 0.25% | 64 |
|
|
2024
Q2 | $1.19M | Buy |
6,860
+1,121
| +20% | +$194K | 0.21% | 73 |
|
|
2024
Q1 | $1.1M | Sell |
5,739
-13
| -0.2% | -$2.48K | 0.21% | 78 |
|
|
2023
Q4 | $941K | Sell |
5,752
-226
| -4% | -$37K | 0.21% | 80 |
|
|
2023
Q3 | $839K | Buy |
5,978
+28
| +0.5% | +$3.93K | 0.21% | 81 |
|
|
2023
Q2 | $796K | Sell |
5,950
-478
| -7% | -$64K | 0.19% | 86 |
|
|
2023
Q1 | $843K | Sell |
6,428
-4
| -0.1% | -$524 | 0.21% | 85 |
|
|
2022
Q4 | $906K | Sell |
6,432
-199
| -3% | -$28K | 0.23% | 80 |
|
|
2022
Q3 | $788K | Buy |
6,631
+942
| +17% | +$112K | 0.22% | 85 |
|
|
2022
Q2 | $803K | Buy |
5,689
+1,063
| +23% | +$150K | 0.21% | 91 |
|
|
2022
Q1 | $601K | Sell |
4,626
-148
| -3% | -$19.2K | 0.14% | 117 |
|
|
2021
Q4 | $638K | Sell |
4,774
-306
| -6% | -$40.9K | 0.16% | 108 |
|
|
2021
Q3 | $675K | Buy |
5,080
+76
| +2% | +$10.1K | 0.19% | 95 |
|
|
2021
Q2 | $701K | Buy |
5,004
+24
| +0.5% | +$3.36K | 0.2% | 96 |
|
|
2021
Q1 | $634K | Buy |
4,980
+991
| +25% | +$126K | 0.21% | 93 |
|
|
2020
Q4 | $480K | Sell |
3,989
-178
| -4% | -$21.4K | 0.18% | 105 |
|
|
2020
Q3 | $485K | Buy |
4,167
+1,014
| +32% | +$118K | 0.21% | 99 |
|
|
2020
Q2 | $364K | Buy |
3,153
+7
| +0.2% | +$808 | 0.17% | 112 |
|
|
2020
Q1 | $334K | Buy |
3,146
+41
| +1% | +$4.35K | 0.18% | 96 |
|
|
2019
Q4 | $398K | Buy |
3,105
+1,151
| +59% | +$148K | 0.16% | 104 |
|
|
2019
Q3 | $272K | Hold |
1,954
| – | – | 0.12% | 127 |
|
|
2019
Q2 | $258K | Hold |
1,954
| – | – | 0.18% | 104 |
|
|
2019
Q1 | $264K | Hold |
1,954
| – | – | 0.19% | 100 |
|
|
2018
Q4 | $212K | Buy |
+1,954
| New | +$212K | 0.16% | 115 |
|