MAM
MMA Asset Management’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-89
| Closed | -$17K | – | 171 |
|
2024
Q1 | $17K | Buy |
+89
| New | +$17K | 0.01% | 188 |
|
2022
Q1 | – | Sell |
-1,982
| Closed | -$265K | – | 105 |
|
2021
Q4 | $265K | Sell |
1,982
-457
| -19% | -$61.1K | 0.19% | 77 |
|
2021
Q3 | $339K | Hold |
2,439
| – | – | 0.26% | 56 |
|
2021
Q2 | $358K | Buy |
2,439
+127
| +5% | +$18.6K | 0.27% | 53 |
|
2021
Q1 | $308K | Buy |
2,312
+48
| +2% | +$6.39K | 0.27% | 58 |
|
2020
Q4 | $285K | Buy |
+2,264
| New | +$285K | 0.28% | 62 |
|