Mirabella Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,200
| Closed | -$850K | – | 609 |
|
|
2023
Q4 | $850K | Buy |
+5,200
| New | +$850K | 0.11% | 144 |
|
|
2023
Q3 | – | Sell |
-5,800
| Closed | -$776K | – | 491 |
|
|
2023
Q2 | $776K | Sell |
5,800
-2,129
| -27% | -$285K | 0.09% | 237 |
|
|
2023
Q1 | $1.04M | Buy |
+7,929
| New | +$1.04M | 0.16% | 129 |
|
|
2022
Q2 | – | Sell |
-30,731
| Closed | -$2.42M | – | 583 |
|
|
2022
Q1 | $2.42M | Buy |
+30,731
| New | +$2.42M | 0.27% | 67 |
|
|
2021
Q2 | – | Sell |
-2,609
| Closed | -$332K | – | 345 |
|
|
2021
Q1 | $332K | Sell |
2,609
-40,369
| -94% | -$5.14M | 0.1% | 151 |
|
|
2020
Q4 | $5.17M | Buy |
42,978
+37,891
| +745% | +$4.56M | 0.65% | 63 |
|
|
2020
Q3 | $592K | Buy |
5,087
+1,354
| +36% | +$158K | 0.08% | 118 |
|
|
2020
Q2 | $431K | Buy |
+3,733
| New | +$431K | 0.1% | 92 |
|