Meridian Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
51,674
-2,394
| -4% | -$705K | 0.65% | 26 |
|
|
2025
Q1 | $13.4M | Sell |
54,068
-869
| -2% | -$216K | 0.65% | 26 |
|
|
2024
Q4 | $12.1M | Sell |
54,937
-2,999
| -5% | -$659K | 0.57% | 34 |
|
|
2024
Q3 | $12.8M | Buy |
+57,936
| New | +$12.8M | 0.63% | 31 |
|
|
2024
Q2 | – | Sell |
-55,876
| Closed | -$10.7M | – | 392 |
|
|
2024
Q1 | $10.7M | Buy |
55,876
+10,556
| +23% | +$2.02M | 1.78% | 12 |
|
|
2023
Q4 | $7.41M | Sell |
45,320
-41,892
| -48% | -$6.85M | 0.47% | 43 |
|
|
2023
Q3 | $12.2M | Buy |
87,212
+40,678
| +87% | +$5.71M | 0.75% | 21 |
|
|
2023
Q2 | $6.23M | Buy |
46,534
+1,294
| +3% | +$173K | 0.52% | 28 |
|
|
2023
Q1 | $5.93M | Buy |
45,240
+6,199
| +16% | +$813K | 0.52% | 31 |
|
|
2022
Q4 | $5.5M | Buy |
39,041
+7,586
| +24% | +$1.07M | 0.54% | 29 |
|
|
2022
Q3 | $3.74M | Buy |
31,455
+8,161
| +35% | +$970K | 0.4% | 51 |
|
|
2022
Q2 | $3.29M | Buy |
23,294
+5,538
| +31% | +$782K | 0.27% | 93 |
|
|
2022
Q1 | $2.31M | Sell |
17,756
-278
| -2% | -$36.2K | 0.25% | 87 |
|
|
2021
Q4 | $2.41M | Buy |
18,034
+574
| +3% | +$76.7K | 0.26% | 86 |
|
|
2021
Q3 | $2.32M | Buy |
17,460
+1,048
| +6% | +$139K | 0.29% | 80 |
|
|
2021
Q2 | $2.3M | Buy |
16,412
+764
| +5% | +$107K | 0.29% | 75 |
|
|
2021
Q1 | $1.99M | Buy |
15,648
+255
| +2% | +$32.5K | 0.29% | 76 |
|
|
2020
Q4 | $1.85M | Buy |
15,393
+6,759
| +78% | +$813K | 0.29% | 73 |
|
|
2020
Q3 | $1M | Sell |
8,634
-12,245
| -59% | -$1.42M | 0.25% | 81 |
|
|
2020
Q2 | $2.41M | Buy |
20,879
+6,980
| +50% | +$806K | 0.81% | 24 |
|
|
2020
Q1 | $1.47M | Buy |
13,899
+10,311
| +287% | +$1.09M | 0.65% | 32 |
|
|
2019
Q4 | $459K | Sell |
3,588
-147
| -4% | -$18.8K | 0.22% | 94 |
|
|
2019
Q3 | $519K | Buy |
3,735
+218
| +6% | +$30.3K | 0.24% | 80 |
|
|
2019
Q2 | $4.64K | Buy |
3,517
+83
| +2% | +$109 | 0.19% | 90 |
|
|
2019
Q1 | $463K | Buy |
3,434
+328
| +11% | +$44.2K | 0.21% | 91 |
|
|
2018
Q4 | $337K | Sell |
3,106
-422
| -12% | -$45.8K | 0.2% | 98 |
|
|
2018
Q3 | $510K | Buy |
3,528
+454
| +15% | +$65.6K | 0.22% | 85 |
|
|
2018
Q2 | $411K | Sell |
3,074
-83
| -3% | -$11.1K | 0.19% | 108 |
|
|
2018
Q1 | $463K | Sell |
3,157
-369
| -10% | -$54.1K | 0.23% | 85 |
|
|
2017
Q4 | $510K | Buy |
3,526
+122
| +4% | +$17.6K | 0.31% | 75 |
|
|
2017
Q3 | $476K | Buy |
3,404
+129
| +4% | +$18K | 0.3% | 80 |
|
|
2017
Q2 | $482K | Sell |
3,275
-512
| -14% | -$75.4K | 0.31% | 79 |
|
|
2017
Q1 | $630K | Buy |
3,787
+658
| +21% | +$109K | 0.38% | 64 |
|
|
2016
Q4 | $498K | Buy |
+3,129
| New | +$498K | 0.39% | 61 |
|