MWM
Minot Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.14M | Buy |
8,104
+701
| +9% | +$99K | 0.29% | 66 |
|
|
2022
Q1 | $963K | Buy |
7,403
+260
| +4% | +$33.8K | 0.21% | 90 |
|
|
2021
Q4 | $955K | Sell |
7,143
-601
| -8% | -$80.4K | 0.18% | 94 |
|
|
2021
Q3 | $1.08M | Buy |
7,744
+459
| +6% | +$63.8K | 0.23% | 83 |
|
|
2021
Q2 | $1.02M | Buy |
7,285
+311
| +4% | +$43.6K | 0.22% | 87 |
|
|
2021
Q1 | $929K | Buy |
6,974
+3,139
| +82% | +$418K | 0.24% | 92 |
|
|
2020
Q4 | $483K | Buy |
3,835
+640
| +20% | +$80.6K | 0.14% | 102 |
|
|
2020
Q3 | $389K | Buy |
+3,195
| New | +$389K | 0.15% | 101 |
|