MWM
MinichMacGregor Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Sell |
1,538
-54
| -3% | -$15.9K | 0.1% | 74 |
|
|
2025
Q1 | $396K | Buy |
+1,592
| New | +$396K | 0.09% | 74 |
|
|
2023
Q1 | – | Sell |
-523
| Closed | -$73.8K | – | 327 |
|
|
2022
Q4 | $73.8K | Buy |
+523
| New | +$73.8K | 0.03% | 147 |
|
|
2018
Q4 | – | Sell |
-1,380
| Closed | -$211K | – | 273 |
|
|
2018
Q3 | $211K | Sell |
1,380
-882
| -39% | -$135K | 0.14% | 40 |
|
|
2018
Q2 | $316K | Sell |
2,262
-600
| -21% | -$83.8K | 0.23% | 35 |
|
|
2018
Q1 | $439K | Hold |
2,862
| – | – | 0.34% | 27 |
|
|
2017
Q4 | $439K | Buy |
2,862
+203
| +8% | +$31.1K | 0.34% | 26 |
|
|
2017
Q3 | $385K | Sell |
2,659
-60
| -2% | -$8.69K | 0.32% | 27 |
|
|
2017
Q2 | $418K | Buy |
2,719
+2
| +0.1% | +$307 | 0.36% | 25 |
|
|
2017
Q1 | $473K | Sell |
2,717
-43
| -2% | -$7.49K | 0.43% | 24 |
|
|
2016
Q4 | $458K | Buy |
2,760
+1
| +0% | +$166 | 0.43% | 25 |
|
|
2016
Q3 | $438K | Hold |
2,759
| – | – | 0.41% | 25 |
|
|
2016
Q2 | $418K | Sell |
2,759
-30
| -1% | -$4.55K | 0.39% | 26 |
|
|
2016
Q1 | $422K | Buy |
2,789
+44
| +2% | +$6.66K | 0.41% | 25 |
|
|
2015
Q4 | $465K | Buy |
+2,745
| New | +$465K | 0.43% | 27 |
|