MAWCM
Mine & Arao Wealth Creation & Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Hold |
1,400
| – | – | 0.18% | 49 |
|
|
2025
Q1 | $348K | Hold |
1,400
| – | – | 0.17% | 54 |
|
|
2024
Q4 | $308K | Sell |
1,400
-100
| -7% | -$22K | 0.14% | 59 |
|
|
2024
Q3 | $332K | Hold |
1,500
| – | – | 0.15% | 60 |
|
|
2024
Q2 | $259K | Hold |
1,500
| – | – | 0.13% | 63 |
|
|
2024
Q1 | $286K | Hold |
1,500
| – | – | 0.14% | 61 |
|
|
2023
Q4 | $245K | Hold |
1,500
| – | – | 0.13% | 67 |
|
|
2023
Q3 | $210K | Hold |
1,500
| – | – | 0.13% | 67 |
|
|
2023
Q2 | $201K | Hold |
1,500
| – | – | 0.12% | 73 |
|
|
2023
Q1 | $197K | Hold |
1,500
| – | – | 0.13% | 69 |
|
|
2022
Q4 | $211K | Sell |
1,500
-500
| -25% | -$70.4K | 0.16% | 67 |
|
|
2022
Q3 | $237K | Buy |
+2,000
| New | +$237K | 0.17% | 61 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$7K | – | 321 |
|
|
2021
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 241 |
|
|
2021
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 235 |
|
|
2021
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 225 |
|
|
2020
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 230 |
|
|
2020
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 217 |
|
|
2020
Q2 | $6K | Hold |
50
| – | – | 0.01% | 200 |
|
|
2020
Q1 | $6K | Hold |
50
| – | – | 0.01% | 198 |
|
|
2019
Q4 | $7K | Buy |
+50
| New | +$7K | 0.01% | 206 |
|