MFW
Meristem Family Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $652K | Sell |
5,015
-1,774
| -26% | -$231K | 0.07% | 160 |
|
|
2021
Q4 | $907K | Sell |
6,789
-592
| -8% | -$79.1K | 0.08% | 148 |
|
|
2021
Q3 | $1.03M | Buy |
7,381
+2,652
| +56% | +$368K | 0.1% | 129 |
|
|
2021
Q2 | $693K | Hold |
4,729
| – | – | 0.11% | 130 |
|
|
2021
Q1 | $630K | Hold |
4,729
| – | – | 0.13% | 109 |
|
|
2020
Q4 | $595K | Sell |
4,729
-600
| -11% | -$75.5K | 0.13% | 106 |
|
|
2020
Q3 | $648K | Hold |
5,329
| – | – | 0.17% | 79 |
|
|
2020
Q2 | $644K | Buy |
5,329
+159
| +3% | +$19.2K | 0.18% | 80 |
|
|
2020
Q1 | $574K | Sell |
5,170
-40
| -0.8% | -$4.44K | 0.18% | 78 |
|
|
2019
Q4 | $698K | Buy |
5,210
+5
| +0.1% | +$670 | 0.17% | 79 |
|
|
2019
Q3 | $757K | Sell |
5,205
-482
| -8% | -$70.1K | 0.2% | 68 |
|
|
2019
Q2 | $784K | Buy |
5,687
+282
| +5% | +$38.9K | 0.24% | 61 |
|
|
2019
Q1 | $763K | Sell |
5,405
-83
| -2% | -$11.7K | 0.26% | 54 |
|
|
2018
Q4 | $624K | Buy |
5,488
+35
| +0.6% | +$3.98K | 0.23% | 58 |
|
|
2018
Q3 | $825K | Hold |
5,453
| – | – | 0.28% | 42 |
|
|
2018
Q2 | $762K | Sell |
5,453
-88
| -2% | -$12.3K | 0.27% | 47 |
|
|
2018
Q1 | $850K | Hold |
5,541
| – | – | 0.3% | 49 |
|
|
2017
Q4 | $850K | Sell |
5,541
-295
| -5% | -$45.3K | 0.31% | 49 |
|
|
2017
Q3 | $847K | Buy |
5,836
+204
| +4% | +$29.6K | 0.34% | 48 |
|
|
2017
Q2 | $866K | Buy |
5,632
+300
| +6% | +$46.1K | 0.36% | 44 |
|
|
2017
Q1 | $929K | Sell |
5,332
-95
| -2% | -$16.6K | 0.37% | 37 |
|
|
2016
Q4 | $901K | Sell |
5,427
-41
| -0.7% | -$6.81K | 0.37% | 39 |
|
|
2016
Q3 | $869K | Buy |
5,468
+95
| +2% | +$15.1K | 0.36% | 40 |
|
|
2016
Q2 | $816K | Sell |
5,373
-51
| -0.9% | -$7.75K | 0.36% | 39 |
|
|
2016
Q1 | $821K | Sell |
5,424
-119
| -2% | -$18K | 0.36% | 36 |
|
|
2015
Q4 | $763K | Buy |
+5,543
| New | +$763K | 0.3% | 44 |
|
|
2015
Q3 | – | Sell |
-5,709
| Closed | -$929K | – | 83 |
|
|
2015
Q2 | $929K | Hold |
5,709
| – | – | 0.41% | 33 |
|
|
2015
Q1 | $916K | Buy |
5,709
+100
| +2% | +$16K | 0.38% | 37 |
|
|
2014
Q4 | $900K | Sell |
5,609
-152
| -3% | -$24.4K | 0.33% | 42 |
|
|
2014
Q3 | $1.09M | Buy |
5,761
+854
| +17% | +$162K | 0.47% | 33 |
|
|
2014
Q2 | $889K | Sell |
4,907
-200
| -4% | -$36.2K | 0.37% | 41 |
|
|
2014
Q1 | $983K | Sell |
5,107
-178
| -3% | -$34.3K | 0.43% | 38 |
|
|
2013
Q4 | $991K | Sell |
5,285
-100
| -2% | -$18.8K | 0.41% | 42 |
|
|
2013
Q3 | $997K | Sell |
5,385
-63
| -1% | -$11.7K | 0.46% | 37 |
|
|
2013
Q2 | $1.04M | Buy |
+5,448
| New | +$1.04M | 0.48% | 35 |
|