MONECO Advisors’s IBM IBM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.97M	Buy	13,474 +798	+6%	+$235K	0.37%	54
2025 Q1	$3.15M	Sell	12,676 -398	-3%	-$99K	0.33%	70
2024 Q4	$2.87M	Buy	13,074 +1,097	+9%	+$241K	0.3%	80
2024 Q3	$2.65M	Buy	11,977 +291	+2%	+$64.3K	0.33%	83
2024 Q2	$2.02M	Buy	11,686 +185	+2%	+$32K	0.3%	95
2024 Q1	$2.2M	Buy	11,501 +3,505	+44%	+$669K	0.35%	85
2023 Q4	$1.31M	Buy	7,996 +275	+4%	+$45K	0.25%	104
2023 Q3	$1.08M	Buy	7,721 +1,194	+18%	+$168K	0.29%	86
2023 Q2	$873K	Sell	6,527 -262	-4%	-$35.1K	0.24%	108
2023 Q1	$890K	Sell	6,789 -143	-2%	-$18.7K	0.26%	99
2022 Q4	$977K	Buy	6,932 +34	+0.5%	+$4.79K	0.35%	71
2022 Q3	$820K	Sell	6,898 -438	-6%	-$52.1K	0.33%	76
2022 Q2	$1.04M	Sell	7,336 -218	-3%	-$30.8K	0.4%	63
2022 Q1	$982K	Buy	7,554 +127	+2%	+$16.5K	0.36%	67
2021 Q4	$1.02M	Buy	7,427 +85	+1%	+$11.7K	0.38%	63
2021 Q3	$1.02M	Buy	7,342 +64	+0.9%	+$8.89K	0.4%	61
2021 Q2	$1.07M	Buy	7,278 +247	+4%	+$36.2K	0.49%	49
2021 Q1	$937K	Buy	7,031 +1,607	+30%	+$214K	0.46%	56
2020 Q4	$688K	Buy	5,424 +662	+14%	+$84K	0.38%	65
2020 Q3	$579K	Buy	4,762 +439	+10%	+$53.4K	0.37%	66
2020 Q2	$522K	Buy	4,323 +353	+9%	+$42.6K	0.41%	59
2020 Q1	$440K	Sell	3,970 -66	-2%	-$7.32K	0.45%	56
2019 Q4	$558K	Buy	4,036 +114	+3%	+$15.8K	0.4%	62
2019 Q3	$570K	Buy	3,922 +432	+12%	+$62.8K	0.44%	53
2019 Q2	$481K	Sell	3,490 -62	-2%	-$8.55K	0.39%	59
2019 Q1	$501K	Buy	3,552 +1,166	+49%	+$164K	0.41%	58
2018 Q4	$271K	Buy	+2,386	New	+$271K	0.32%	71