MA
Mezzasalma Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,050
| Closed | -$232K | – | 148 |
|
|
2024
Q3 | $232K | Buy |
+1,050
| New | +$232K | 0.09% | 80 |
|
|
2024
Q2 | – | Sell |
-1,255
| Closed | -$240K | – | 89 |
|
|
2024
Q1 | $240K | Sell |
1,255
-2,717
| -68% | -$519K | 0.11% | 90 |
|
|
2023
Q4 | $650K | Sell |
3,972
-24
| -0.6% | -$3.93K | 0.35% | 41 |
|
|
2023
Q3 | $561K | Hold |
3,996
| – | – | 0.35% | 42 |
|
|
2023
Q2 | $535K | Buy |
3,996
+14
| +0.4% | +$1.87K | 0.32% | 43 |
|
|
2023
Q1 | $522K | Hold |
3,982
| – | – | 0.37% | 43 |
|
|
2022
Q4 | $561K | Sell |
3,982
-25
| -0.6% | -$3.52K | 0.49% | 38 |
|
|
2022
Q3 | $476K | Sell |
4,007
-80
| -2% | -$9.5K | 0.38% | 39 |
|
|
2022
Q2 | $577K | Hold |
4,087
| – | – | 0.49% | 35 |
|
|
2022
Q1 | $531K | Buy |
4,087
+1,730
| +73% | +$225K | 0.33% | 41 |
|
|
2021
Q4 | $315K | Hold |
2,357
| – | – | 0.17% | 74 |
|
|
2021
Q3 | $327K | Hold |
2,357
| – | – | 0.18% | 69 |
|
|
2021
Q2 | $346K | Hold |
2,357
| – | – | 0.19% | 64 |
|
|
2021
Q1 | $314K | Hold |
2,357
| – | – | 0.2% | 68 |
|
|
2020
Q4 | $297K | Buy |
+2,357
| New | +$297K | 0.19% | 68 |
|