MWM
Modera Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.32M | Sell |
21,454
-86
| -0.4% | -$25.4K | 0.08% | 163 |
|
|
2025
Q1 | $5.36M | Buy |
21,540
+278
| +1% | +$69.1K | 0.07% | 168 |
|
|
2024
Q4 | $4.67M | Sell |
21,262
-1,152
| -5% | -$253K | 0.06% | 184 |
|
|
2024
Q3 | $4.96M | Buy |
22,414
+2,915
| +15% | +$644K | 0.06% | 168 |
|
|
2024
Q2 | $3.37M | Buy |
19,499
+205
| +1% | +$35.5K | 0.05% | 188 |
|
|
2024
Q1 | $3.68M | Buy |
19,294
+1,731
| +10% | +$331K | 0.06% | 187 |
|
|
2023
Q4 | $2.87M | Sell |
17,563
-2
| -0% | -$327 | 0.05% | 195 |
|
|
2023
Q3 | $2.46M | Sell |
17,565
-2,537
| -13% | -$356K | 0.05% | 194 |
|
|
2023
Q2 | $2.69M | Buy |
20,102
+7,874
| +64% | +$1.05M | 0.05% | 199 |
|
|
2023
Q1 | $1.6M | Buy |
12,228
+1,566
| +15% | +$205K | 0.06% | 106 |
|
|
2022
Q4 | $1.5M | Sell |
10,662
-548
| -5% | -$77.2K | 0.06% | 112 |
|
|
2022
Q3 | $1.33M | Buy |
11,210
+117
| +1% | +$13.9K | 0.07% | 113 |
|
|
2022
Q2 | $1.57M | Buy |
11,093
+60
| +0.5% | +$8.47K | 0.07% | 107 |
|
|
2022
Q1 | $1.43M | Sell |
11,033
-8,338
| -43% | -$1.08M | 0.06% | 126 |
|
|
2021
Q4 | $2.59M | Buy |
19,371
+7,589
| +64% | +$1.01M | 0.1% | 102 |
|
|
2021
Q3 | $1.64M | Buy |
11,782
+1,546
| +15% | +$215K | 0.08% | 80 |
|
|
2021
Q2 | $1.5M | Sell |
10,236
-268
| -3% | -$39.3K | 0.08% | 84 |
|
|
2021
Q1 | $1.4M | Sell |
10,504
-1,275
| -11% | -$170K | 0.09% | 78 |
|
|
2020
Q4 | $1.48M | Buy |
11,779
+2,230
| +23% | +$281K | 0.12% | 72 |
|
|
2020
Q3 | $1.16M | Sell |
9,549
-58
| -0.6% | -$7.06K | 0.17% | 48 |
|
|
2020
Q2 | $1.16M | Buy |
9,607
+5
| +0.1% | +$604 | 0.19% | 50 |
|
|
2020
Q1 | $1.07M | Buy |
9,602
+201
| +2% | +$22.3K | 0.22% | 51 |
|
|
2019
Q4 | $1.26M | Sell |
9,401
-34
| -0.4% | -$4.56K | 0.2% | 41 |
|
|
2019
Q3 | $1.37M | Buy |
9,435
+161
| +2% | +$23.4K | 0.23% | 38 |
|
|
2019
Q2 | $1.28M | Sell |
9,274
-6,808
| -42% | -$939K | 0.23% | 39 |
|
|
2019
Q1 | $2.27M | Buy |
16,082
+6,609
| +70% | +$932K | 0.42% | 28 |
|
|
2018
Q4 | $1.08M | Sell |
9,473
-1,354
| -13% | -$154K | 0.21% | 41 |
|
|
2018
Q3 | $1.64M | Buy |
10,827
+479
| +5% | +$72.4K | 0.33% | 29 |
|
|
2018
Q2 | $1.45M | Buy |
10,348
+1,906
| +23% | +$266K | 0.3% | 30 |
|
|
2018
Q1 | $1.3M | Sell |
8,442
-234
| -3% | -$35.9K | 0.27% | 34 |
|
|
2017
Q4 | $1.33M | Sell |
8,676
-420
| -5% | -$64.4K | 0.29% | 32 |
|
|
2017
Q3 | $1.32M | Sell |
9,096
-602
| -6% | -$87.4K | 0.3% | 32 |
|
|
2017
Q2 | $1.49M | Sell |
9,698
-612
| -6% | -$94.2K | 0.36% | 27 |
|
|
2017
Q1 | $1.8M | Buy |
10,310
+1,650
| +19% | +$287K | 0.45% | 21 |
|
|
2016
Q4 | $1.44M | Sell |
8,660
-385
| -4% | -$63.9K | 0.49% | 23 |
|
|
2016
Q3 | $1.44M | Buy |
9,045
+725
| +9% | +$115K | 0.48% | 23 |
|
|
2016
Q2 | $1.26M | Buy |
8,320
+680
| +9% | +$103K | 0.44% | 25 |
|
|
2016
Q1 | $1.16M | Buy |
7,640
+1,537
| +25% | +$233K | 0.4% | 27 |
|
|
2015
Q4 | $840K | Buy |
6,103
+440
| +8% | +$60.6K | 0.33% | 29 |
|
|
2015
Q3 | $821K | Buy |
5,663
+17
| +0.3% | +$2.47K | 0.34% | 25 |
|
|
2015
Q2 | $918K | Sell |
5,646
-16
| -0.3% | -$2.6K | 0.36% | 28 |
|
|
2015
Q1 | $861K | Buy |
5,662
+332
| +6% | +$50.5K | 0.34% | 32 |
|
|
2014
Q4 | $855K | Sell |
5,330
-1,256
| -19% | -$201K | 0.33% | 33 |
|
|
2014
Q3 | $1.25M | Buy |
6,586
+1,218
| +23% | +$231K | 0.53% | 24 |
|
|
2014
Q2 | $973K | Buy |
5,368
+200
| +4% | +$36.3K | 0.44% | 25 |
|
|
2014
Q1 | $995K | Sell |
5,168
-236
| -4% | -$45.4K | 0.39% | 25 |
|
|
2013
Q4 | $1.01M | Buy |
5,404
+23
| +0.4% | +$4.32K | 0.39% | 30 |
|
|
2013
Q3 | $997K | Sell |
5,381
-88
| -2% | -$16.3K | 0.48% | 22 |
|
|
2013
Q2 | $1.05M | Buy |
+5,469
| New | +$1.05M | 0.54% | 19 |
|