Mitsubishi UFJ Morgan Stanley Securities’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-37
| Closed | -$7.07K | – | 19 |
|
|
2024
Q1 | $7.07K | Buy |
+37
| New | +$7.07K | 0.25% | 26 |
|
|
2023
Q1 | – | Sell |
-310
| Closed | -$44K | – | 103 |
|
|
2022
Q4 | $44K | Buy |
310
+240
| +343% | +$34.1K | 0.39% | 31 |
|
|
2022
Q3 | $8K | Hold |
70
| – | – | 0.11% | 120 |
|
|
2022
Q2 | $10K | Hold |
70
| – | – | 0.01% | 114 |
|
|
2022
Q1 | $9K | Sell |
70
-210
| -75% | -$27K | 0.01% | 120 |
|
|
2021
Q4 | $37K | Buy |
+280
| New | +$37K | 0.02% | 101 |
|
|
2014
Q4 | $8K | Buy |
+52
| New | +$8K | 0.02% | 229 |
|
|
2014
Q2 | – | Sell |
-303
| Closed | -$56K | – | 263 |
|
|
2014
Q1 | $56K | Sell |
303
-94
| -24% | -$17.4K | 0.15% | 45 |
|
|
2013
Q4 | $71K | Buy |
397
+167
| +73% | +$29.9K | 0.12% | 33 |
|
|
2013
Q3 | $41K | Sell |
230
-178
| -44% | -$31.7K | 0.07% | 83 |
|
|
2013
Q2 | $75K | Buy |
+408
| New | +$75K | 0.25% | 37 |
|