Meridian Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,538
| Closed | -$217K | – | 85 |
|
|
2022
Q2 | $217K | Buy |
+1,538
| New | +$217K | 0.05% | 74 |
|
|
2021
Q2 | – | Sell |
-1,223
| Closed | -$156K | – | 627 |
|
|
2021
Q1 | $156K | Buy |
1,223
+100
| +9% | +$12.8K | 0.05% | 80 |
|
|
2020
Q4 | $135K | Hold |
1,123
| – | – | 0.06% | 80 |
|
|
2020
Q3 | $131K | Hold |
1,123
| – | – | 0.07% | 75 |
|
|
2020
Q2 | $130K | Hold |
1,123
| – | – | 0.07% | 78 |
|
|
2020
Q1 | $119K | Sell |
1,123
-47
| -4% | -$4.98K | 0.07% | 75 |
|
|
2019
Q4 | $150K | Buy |
+1,170
| New | +$150K | 0.09% | 74 |
|