MFT
Moisand Fitzgerald Tamayo’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Sell |
443
-6
| -1% | -$1.77K | 0.02% | 137 |
|
|
2025
Q1 | $112K | Sell |
449
-42
| -9% | -$10.4K | 0.02% | 140 |
|
|
2024
Q4 | $108K | Hold |
491
| – | – | 0.02% | 142 |
|
|
2024
Q3 | $109K | Hold |
491
| – | – | 0.01% | 142 |
|
|
2024
Q2 | $84.9K | Hold |
491
| – | – | 0.01% | 141 |
|
|
2024
Q1 | $93.8K | Sell |
491
-62
| -11% | -$11.8K | 0.01% | 136 |
|
|
2023
Q4 | $90.4K | Sell |
553
-37
| -6% | -$6.05K | 0.02% | 134 |
|
|
2023
Q3 | $82.8K | Buy |
590
+27
| +5% | +$3.79K | 0.02% | 138 |
|
|
2023
Q2 | $75.3K | Hold |
563
| – | – | 0.02% | 145 |
|
|
2023
Q1 | $73.8K | Hold |
563
| – | – | 0.02% | 151 |
|
|
2022
Q4 | $79.3K | Buy |
563
+33
| +6% | +$4.65K | 0.02% | 140 |
|
|
2022
Q3 | $63K | Sell |
530
-65
| -11% | -$7.73K | 0.02% | 143 |
|
|
2022
Q2 | $84K | Buy |
595
+479
| +413% | +$67.6K | 0.02% | 127 |
|
|
2022
Q1 | $15K | Sell |
116
-125
| -52% | -$16.2K | 0.01% | 158 |
|
|
2021
Q4 | $32K | Hold |
241
| – | – | 0.01% | 172 |
|
|
2021
Q3 | $33K | Hold |
241
| – | – | 0.01% | 172 |
|
|
2021
Q2 | $35K | Hold |
241
| – | – | 0.01% | 172 |
|
|
2021
Q1 | $32K | Sell |
241
-13
| -5% | -$1.73K | 0.01% | 146 |
|
|
2020
Q4 | $32K | Sell |
254
-20
| -7% | -$2.52K | 0.01% | 146 |
|
|
2020
Q3 | $33K | Buy |
274
+99
| +57% | +$11.9K | 0.02% | 135 |
|
|
2020
Q2 | $21K | Sell |
175
-34
| -16% | -$4.08K | 0.01% | 148 |
|
|
2020
Q1 | $23K | Buy |
209
+109
| +109% | +$12K | 0.02% | 142 |
|
|
2019
Q4 | $13K | Hold |
100
| – | – | 0.01% | 186 |
|
|
2019
Q3 | $15K | Hold |
100
| – | – | 0.01% | 176 |
|
|
2019
Q2 | $14K | Buy |
+100
| New | +$14K | 0.01% | 179 |
|
|
2018
Q2 | – | Sell |
-50
| Closed | -$8K | – | 305 |
|
|
2018
Q1 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 220 |
|
|
2016
Q2 | – | Sell |
-169
| Closed | -$26K | – | 110 |
|
|
2016
Q1 | $26K | Hold |
169
| – | – | 0.02% | 119 |
|
|
2015
Q4 | $23K | Buy |
+169
| New | +$23K | 0.02% | 122 |
|