MWM
Mittelman Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-840
| Closed | -$209K | – | 40 |
|
|
2025
Q1 | $209K | Sell |
840
-265
| -24% | -$65.9K | 0.19% | 32 |
|
|
2024
Q4 | $243K | Sell |
1,105
-182
| -14% | -$40K | 0.23% | 30 |
|
|
2024
Q3 | $285K | Sell |
1,287
-329
| -20% | -$72.7K | 0.16% | 26 |
|
|
2024
Q2 | $279K | Buy |
+1,616
| New | +$279K | 0.18% | 64 |
|