MFG
Merit Financial Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
37,842
+9,666
| +34% | +$2.85M | 0.12% | 132 |
|
|
2025
Q1 | $7.01M | Buy |
28,176
+7,351
| +35% | +$1.83M | 0.1% | 157 |
|
|
2024
Q4 | $4.58M | Buy |
20,825
+3,544
| +21% | +$779K | 0.08% | 199 |
|
|
2024
Q3 | $3.82M | Sell |
17,281
-332
| -2% | -$73.4K | 0.09% | 184 |
|
|
2024
Q2 | $3.05M | Buy |
17,613
+1,205
| +7% | +$208K | 0.07% | 213 |
|
|
2024
Q1 | $2.72M | Buy |
16,408
+3,045
| +23% | +$505K | 0.06% | 226 |
|
|
2023
Q4 | $2.19M | Sell |
13,363
-327
| -2% | -$53.5K | 0.07% | 191 |
|
|
2023
Q3 | $1.92M | Buy |
13,690
+1,058
| +8% | +$148K | 0.06% | 226 |
|
|
2023
Q2 | $1.69M | Buy |
12,632
+629
| +5% | +$84.2K | 0.05% | 247 |
|
|
2023
Q1 | $1.57M | Sell |
12,003
-1,905
| -14% | -$250K | 0.06% | 229 |
|
|
2022
Q4 | $1.96M | Buy |
13,908
+4,091
| +42% | +$576K | 0.07% | 202 |
|
|
2022
Q3 | $1.17M | Buy |
9,817
+1,323
| +16% | +$157K | 0.05% | 224 |
|
|
2022
Q2 | $1.2M | Buy |
8,494
+2,449
| +41% | +$346K | 0.04% | 227 |
|
|
2022
Q1 | $786K | Sell |
6,045
-304
| -5% | -$39.5K | 0.05% | 180 |
|
|
2021
Q4 | $849K | Sell |
6,349
-4
| -0.1% | -$535 | 0.08% | 113 |
|
|
2021
Q3 | $883K | Buy |
6,353
+1,045
| +20% | +$145K | 0.09% | 108 |
|
|
2021
Q2 | $778K | Buy |
5,308
+57
| +1% | +$8.36K | 0.07% | 120 |
|
|
2021
Q1 | $700K | Sell |
5,251
-235
| -4% | -$31.3K | 0.07% | 123 |
|
|
2020
Q4 | $691K | Sell |
5,486
-135
| -2% | -$17K | 0.07% | 111 |
|
|
2020
Q3 | $684K | Sell |
5,621
-2,611
| -32% | -$318K | 0.06% | 113 |
|
|
2020
Q2 | $994K | Sell |
8,232
-150
| -2% | -$18.1K | 0.1% | 83 |
|
|
2020
Q1 | $930K | Buy |
8,382
+3
| +0% | +$333 | 0.1% | 82 |
|
|
2019
Q4 | $1.12M | Buy |
8,379
+2,210
| +36% | +$296K | 0.1% | 85 |
|
|
2019
Q3 | $897K | Hold |
6,169
| – | – | 0.1% | 54 |
|
|
2019
Q2 | $850K | Buy |
6,169
+101
| +2% | +$13.9K | 0.1% | 36 |
|
|
2019
Q1 | $855K | Sell |
6,068
-64
| -1% | -$9.02K | 0.1% | 37 |
|
|
2018
Q4 | $696K | Buy |
6,132
+1,391
| +29% | +$158K | 0.1% | 34 |
|
|
2018
Q3 | $716K | Buy |
4,741
+668
| +16% | +$101K | 0.11% | 39 |
|
|
2018
Q2 | $568K | Sell |
4,073
-78
| -2% | -$10.9K | 0.1% | 44 |
|
|
2018
Q1 | $636K | Buy |
4,151
+540
| +15% | +$82.7K | 0.13% | 33 |
|
|
2017
Q4 | $553K | Buy |
+3,611
| New | +$553K | 0.12% | 33 |
|