MWM
IBM icon

MGB Wealth Management’s IBM IBM Stock Holding History

MGB Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$337K Hold
1,161
– – 0.11% 162
2025
Q1 		$283K Hold
1,161
– – 0.1% 174
2024
Q4 		$256K Buy
1,161
+122
+12% +$26.9K 0.08% 173
2024
Q3 		$229K Buy
+1,039
New +$229K 0.08% 168