MWM
Mission Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.3M | Buy |
17,987
+370
| +2% | +$109K | 0.11% | 106 |
|
|
2025
Q1 | $4.38M | Buy |
17,617
+1,748
| +11% | +$435K | 0.11% | 108 |
|
|
2024
Q4 | $3.49M | Sell |
15,869
-6,276
| -28% | -$1.38M | 0.08% | 120 |
|
|
2024
Q3 | $4.9M | Buy |
22,145
+262
| +1% | +$57.9K | 0.12% | 89 |
|
|
2024
Q2 | $3.78M | Buy |
21,883
+484
| +2% | +$83.7K | 0.1% | 108 |
|
|
2024
Q1 | $4.09M | Buy |
21,399
+1,859
| +10% | +$355K | 0.11% | 112 |
|
|
2023
Q4 | $3.2M | Buy |
19,540
+959
| +5% | +$157K | 0.1% | 101 |
|
|
2023
Q3 | $2.61M | Buy |
18,581
+8,061
| +77% | +$1.13M | 0.1% | 106 |
|
|
2023
Q2 | $1.41M | Buy |
10,520
+19
| +0.2% | +$2.54K | 0.05% | 168 |
|
|
2023
Q1 | $1.38M | Sell |
10,501
-243
| -2% | -$31.9K | 0.06% | 170 |
|
|
2022
Q4 | $1.51M | Buy |
10,744
+581
| +6% | +$81.9K | 0.07% | 141 |
|
|
2022
Q3 | $1.21M | Sell |
10,163
-2,018
| -17% | -$240K | 0.06% | 152 |
|
|
2022
Q2 | $1.72M | Buy |
12,181
+591
| +5% | +$83.5K | 0.09% | 117 |
|
|
2022
Q1 | $1.51M | Buy |
11,590
+1,103
| +11% | +$143K | 0.07% | 131 |
|
|
2021
Q4 | $1.4M | Buy |
10,487
+173
| +2% | +$23.1K | 0.06% | 140 |
|
|
2021
Q3 | $1.43M | Buy |
10,314
+755
| +8% | +$105K | 0.07% | 129 |
|
|
2021
Q2 | $1.4M | Sell |
9,559
-620
| -6% | -$90.9K | 0.07% | 131 |
|
|
2021
Q1 | $1.36M | Buy |
10,179
+968
| +11% | +$129K | 0.08% | 119 |
|
|
2020
Q4 | $1.16M | Buy |
9,211
+1,799
| +24% | +$227K | 0.07% | 126 |
|
|
2020
Q3 | $902K | Buy |
7,412
+160
| +2% | +$19.5K | 0.07% | 137 |
|
|
2020
Q2 | $876K | Sell |
7,252
-1,052
| -13% | -$127K | 0.08% | 122 |
|
|
2020
Q1 | $921K | Buy |
8,304
+937
| +13% | +$104K | 0.1% | 103 |
|
|
2019
Q4 | $987K | Sell |
7,367
-230
| -3% | -$30.8K | 0.09% | 112 |
|
|
2019
Q3 | $1.11M | Buy |
7,597
+99
| +1% | +$14.4K | 0.12% | 94 |
|
|
2019
Q2 | $1.03M | Sell |
7,498
-1,105
| -13% | -$152K | 0.12% | 93 |
|
|
2019
Q1 | $1.21M | Buy |
8,603
+1,956
| +29% | +$276K | 0.14% | 85 |
|
|
2018
Q4 | $756K | Sell |
6,647
-302
| -4% | -$34.3K | 0.1% | 104 |
|
|
2018
Q3 | $1.05M | Sell |
6,949
-3,677
| -35% | -$556K | 0.14% | 89 |
|
|
2018
Q2 | $1.49M | Buy |
10,626
+3,189
| +43% | +$446K | 0.22% | 59 |
|
|
2018
Q1 | $1.14M | Buy |
7,437
+34
| +0.5% | +$5.22K | 0.18% | 65 |
|
|
2017
Q4 | $1.14M | Sell |
7,403
-119
| -2% | -$18.3K | 0.19% | 58 |
|
|
2017
Q3 | $1.09M | Sell |
7,522
-802
| -10% | -$116K | 0.2% | 59 |
|
|
2017
Q2 | $1.28M | Buy |
8,324
+395
| +5% | +$60.8K | 0.24% | 52 |
|
|
2017
Q1 | $1.38M | Buy |
7,929
+17
| +0.2% | +$2.96K | 0.27% | 43 |
|
|
2016
Q4 | $1.31M | Buy |
7,912
+9
| +0.1% | +$1.49K | 0.26% | 43 |
|
|
2016
Q3 | $1.26M | Buy |
7,903
+202
| +3% | +$32.1K | 0.3% | 38 |
|
|
2016
Q2 | $1.17M | Sell |
7,701
-30
| -0.4% | -$4.55K | 0.31% | 36 |
|
|
2016
Q1 | $1.17M | Sell |
7,731
-502
| -6% | -$76K | 0.32% | 37 |
|
|
2015
Q4 | $1.13M | Buy |
8,233
+2,252
| +38% | +$310K | 0.32% | 35 |
|
|
2015
Q3 | $867K | Sell |
5,981
-328
| -5% | -$47.5K | 0.26% | 40 |
|
|
2015
Q2 | $1.01M | Buy |
+6,309
| New | +$1.01M | 0.35% | 37 |
|