Midland Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
6,425
-111
| -2% | -$32.7K | 0.1% | 48 |
|
|
2025
Q1 | $1.63M | Sell |
6,536
-1,229
| -16% | -$306K | 0.1% | 54 |
|
|
2024
Q4 | $1.71M | Sell |
7,765
-841
| -10% | -$185K | 0.1% | 53 |
|
|
2024
Q3 | $1.9M | Sell |
8,606
-1,343
| -13% | -$297K | 0.11% | 51 |
|
|
2024
Q2 | $1.72M | Sell |
9,949
-824
| -8% | -$143K | 0.1% | 52 |
|
|
2024
Q1 | $2.06M | Buy |
10,773
+2,459
| +30% | +$470K | 0.13% | 44 |
|
|
2023
Q4 | $1.36M | Buy |
+8,314
| New | +$1.36M | 0.09% | 63 |
|