MGIA
Moneta Group Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.54M | Buy |
28,969
+3,389
| +13% | +$999K | 0.1% | 105 |
|
|
2025
Q1 | $6.36M | Buy |
25,580
+4,024
| +19% | +$1M | 0.09% | 116 |
|
|
2024
Q4 | $4.74M | Buy |
21,556
+3,698
| +21% | +$813K | 0.07% | 134 |
|
|
2024
Q3 | $3.95M | Sell |
17,858
-234
| -1% | -$51.7K | 0.06% | 145 |
|
|
2024
Q2 | $3.13M | Sell |
18,092
-505
| -3% | -$87.3K | 0.05% | 153 |
|
|
2024
Q1 | $3.55M | Buy |
18,597
+2,980
| +19% | +$569K | 0.06% | 144 |
|
|
2023
Q4 | $2.55M | Buy |
15,617
+281
| +2% | +$46K | 0.05% | 153 |
|
|
2023
Q3 | $2.15M | Sell |
15,336
-273
| -2% | -$38.3K | 0.05% | 159 |
|
|
2023
Q2 | $2.09M | Buy |
15,609
+1,044
| +7% | +$140K | 0.05% | 160 |
|
|
2023
Q1 | $1.91M | Buy |
14,565
+1,114
| +8% | +$146K | 0.05% | 164 |
|
|
2022
Q4 | $1.81M | Buy |
13,451
+2,299
| +21% | +$310K | 0.05% | 157 |
|
|
2022
Q3 | $1.33M | Buy |
11,152
+2,051
| +23% | +$244K | 0.05% | 169 |
|
|
2022
Q2 | $1.29M | Sell |
9,101
-859
| -9% | -$121K | 0.04% | 181 |
|
|
2022
Q1 | $1.3M | Buy |
9,960
+855
| +9% | +$111K | 0.05% | 171 |
|
|
2021
Q4 | $1.22M | Buy |
9,105
+1,626
| +22% | +$217K | 0.05% | 184 |
|
|
2021
Q3 | $1.04M | Sell |
7,479
-2,310
| -24% | -$321K | 0.05% | 193 |
|
|
2021
Q2 | $1.44M | Buy |
9,789
+521
| +6% | +$76.4K | 0.07% | 159 |
|
|
2021
Q1 | $1.24M | Buy |
9,268
+3,858
| +71% | +$514K | 0.07% | 158 |
|
|
2020
Q4 | $681K | Sell |
5,410
-351
| -6% | -$44.2K | 0.05% | 170 |
|
|
2020
Q3 | $701K | Sell |
5,761
-2,635
| -31% | -$321K | 0.06% | 147 |
|
|
2020
Q2 | $1.01M | Buy |
8,396
+1,229
| +17% | +$148K | 0.1% | 111 |
|
|
2020
Q1 | $795K | Buy |
7,167
+259
| +4% | +$28.7K | 0.08% | 124 |
|
|
2019
Q4 | $926K | Sell |
6,908
-154
| -2% | -$20.6K | 0.08% | 126 |
|
|
2019
Q3 | $1.03M | Buy |
7,062
+724
| +11% | +$105K | 0.1% | 115 |
|
|
2019
Q2 | $874K | Sell |
6,338
-33
| -0.5% | -$4.55K | 0.09% | 123 |
|
|
2019
Q1 | $899K | Sell |
6,371
-825
| -11% | -$116K | 0.09% | 102 |
|
|
2018
Q4 | $818K | Buy |
7,196
+23
| +0.3% | +$2.62K | 0.1% | 107 |
|
|
2018
Q3 | $1.09M | Sell |
7,173
-6,511
| -48% | -$985K | 0.11% | 99 |
|
|
2018
Q2 | $1.91M | Buy |
13,684
+7,834
| +134% | +$1.09M | 0.21% | 69 |
|
|
2018
Q1 | $898K | Buy |
5,850
+910
| +18% | +$140K | 0.12% | 83 |
|
|
2017
Q4 | $758K | Sell |
4,940
-14
| -0.3% | -$2.15K | 0.11% | 91 |
|
|
2017
Q3 | $719K | Buy |
4,954
+25
| +0.5% | +$3.63K | 0.11% | 91 |
|
|
2017
Q2 | $758K | Sell |
4,929
-800
| -14% | -$123K | 0.12% | 99 |
|
|
2017
Q1 | $998K | Hold |
5,729
| – | – | 0.2% | 50 |
|
|
2016
Q4 | $951K | Hold |
5,729
| – | – | 0.19% | 52 |
|
|
2016
Q3 | $910K | Hold |
5,729
| – | – | 0.21% | 47 |
|
|
2016
Q2 | $870K | Sell |
5,729
-1,295
| -18% | -$197K | 0.19% | 74 |
|
|
2016
Q1 | $1.06M | Sell |
7,024
-499
| -7% | -$75.6K | 0.24% | 59 |
|
|
2015
Q4 | $1.04M | Buy |
7,523
+1,800
| +31% | +$248K | 0.25% | 46 |
|
|
2015
Q3 | $830K | Sell |
5,723
-848
| -13% | -$123K | 0.23% | 47 |
|
|
2015
Q2 | $1.07M | Buy |
6,571
+1,518
| +30% | +$247K | 0.33% | 37 |
|
|
2015
Q1 | $811K | Buy |
5,053
+100
| +2% | +$16.1K | 0.35% | 51 |
|
|
2014
Q4 | $795K | Sell |
4,953
-830
| -14% | -$133K | 0.38% | 43 |
|
|
2014
Q3 | $1.1M | Sell |
5,783
-462
| -7% | -$87.7K | 0.57% | 28 |
|
|
2014
Q2 | $1.13M | Hold |
6,245
| – | – | 0.61% | 25 |
|
|
2014
Q1 | $1.2M | Sell |
6,245
-200
| -3% | -$38.5K | 0.71% | 23 |
|
|
2013
Q4 | $1.21M | Hold |
6,445
| – | – | 0.73% | 25 |
|
|
2013
Q3 | $1.19M | Hold |
6,445
| – | – | 0.79% | 26 |
|
|
2013
Q2 | $1.23M | Buy |
+6,445
| New | +$1.23M | 0.87% | 22 |
|