MMG
Monetary Management Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Hold |
6,587
| – | – | 0.48% | 43 |
|
|
2025
Q1 | $1.64M | Sell |
6,587
-125
| -2% | -$31.1K | 0.44% | 52 |
|
|
2024
Q4 | $1.48M | Hold |
6,712
| – | – | 0.38% | 60 |
|
|
2024
Q3 | $1.48M | Buy |
6,712
+55
| +0.8% | +$12.2K | 0.38% | 60 |
|
|
2024
Q2 | $1.15M | Hold |
6,657
| – | – | 0.3% | 73 |
|
|
2024
Q1 | $1.27M | Sell |
6,657
-175
| -3% | -$33.4K | 0.35% | 67 |
|
|
2023
Q4 | $1.12M | Hold |
6,832
| – | – | 0.35% | 73 |
|
|
2023
Q3 | $959K | Sell |
6,832
-6,470
| -49% | -$908K | 0.32% | 76 |
|
|
2023
Q2 | $1.78M | Sell |
13,302
-2,800
| -17% | -$375K | 0.55% | 45 |
|
|
2023
Q1 | $2.11M | Sell |
16,102
-200
| -1% | -$26.2K | 0.62% | 40 |
|
|
2022
Q4 | $2.3M | Buy |
16,302
+3,185
| +24% | +$449K | 0.72% | 38 |
|
|
2022
Q3 | $1.56M | Buy |
13,117
+4,535
| +53% | +$539K | 0.51% | 51 |
|
|
2022
Q2 | $1.21M | Buy |
8,582
+1,000
| +13% | +$141K | 0.38% | 70 |
|
|
2022
Q1 | $986K | Buy |
7,582
+250
| +3% | +$32.5K | 0.26% | 82 |
|
|
2021
Q4 | $980K | Buy |
7,332
+225
| +3% | +$30.1K | 0.24% | 86 |
|
|
2021
Q3 | $987K | Buy |
7,107
+875
| +14% | +$122K | 0.27% | 87 |
|
|
2021
Q2 | $914K | Hold |
6,232
| – | – | 0.28% | 79 |
|
|
2021
Q1 | $830K | Buy |
6,232
+200
| +3% | +$26.6K | 0.26% | 87 |
|
|
2020
Q4 | $759K | Buy |
6,032
+1,500
| +33% | +$189K | 0.25% | 87 |
|
|
2020
Q3 | $551K | Buy |
4,532
+25
| +0.6% | +$3.04K | 0.2% | 99 |
|
|
2020
Q2 | $544K | Hold |
4,507
| – | – | 0.21% | 94 |
|
|
2020
Q1 | $500K | Hold |
4,507
| – | – | 0.22% | 94 |
|
|
2019
Q4 | $604K | Sell |
4,507
-400
| -8% | -$53.6K | 0.22% | 105 |
|
|
2019
Q3 | $714K | Buy |
4,907
+250
| +5% | +$36.4K | 0.27% | 91 |
|
|
2019
Q2 | $642K | Sell |
4,657
-575
| -11% | -$79.3K | 0.25% | 100 |
|
|
2019
Q1 | $738K | Sell |
5,232
-325
| -6% | -$45.8K | 0.29% | 91 |
|
|
2018
Q4 | $632K | Buy |
5,557
+1,450
| +35% | +$165K | 0.29% | 89 |
|
|
2018
Q3 | $621K | Sell |
4,107
-100
| -2% | -$15.1K | 0.24% | 94 |
|
|
2018
Q2 | $588K | Sell |
4,207
-250
| -6% | -$34.9K | 0.24% | 96 |
|
|
2018
Q1 | $684K | Sell |
4,457
-300
| -6% | -$46K | 0.28% | 82 |
|
|
2017
Q4 | $730K | Buy |
4,757
+300
| +7% | +$46K | 0.29% | 78 |
|
|
2017
Q3 | $647K | Sell |
4,457
-750
| -14% | -$109K | 0.27% | 82 |
|
|
2017
Q2 | $801K | Buy |
5,207
+450
| +9% | +$69.2K | 0.33% | 79 |
|
|
2017
Q1 | $828K | Sell |
4,757
-200
| -4% | -$34.8K | 0.36% | 74 |
|
|
2016
Q4 | $823K | Hold |
4,957
| – | – | 0.38% | 72 |
|
|
2016
Q3 | $787K | Hold |
4,957
| – | – | 0.36% | 72 |
|
|
2016
Q2 | $752K | Sell |
4,957
-500
| -9% | -$75.9K | 0.35% | 78 |
|
|
2016
Q1 | $826K | Buy |
5,457
+620
| +13% | +$93.8K | 0.4% | 75 |
|
|
2015
Q4 | $666K | Sell |
4,837
-300
| -6% | -$41.3K | 0.32% | 77 |
|
|
2015
Q3 | $745K | Buy |
5,137
+5
| +0.1% | +$725 | 0.37% | 70 |
|
|
2015
Q2 | $835K | Sell |
5,132
-7,625
| -60% | -$1.24M | 0.38% | 75 |
|
|
2015
Q1 | $2.05M | Sell |
12,757
-225
| -2% | -$36.1K | 0.9% | 38 |
|
|
2014
Q4 | $2.08M | Buy |
12,982
+7,982
| +160% | +$1.28M | 0.93% | 36 |
|
|
2014
Q3 | $949K | Sell |
5,000
-250
| -5% | -$47.5K | 0.44% | 69 |
|
|
2014
Q2 | $952K | Sell |
5,250
-10,240
| -66% | -$1.86M | 0.45% | 69 |
|
|
2014
Q1 | $2.98M | Sell |
15,490
-1,700
| -10% | -$327K | 1.39% | 17 |
|
|
2013
Q4 | $3.22M | Buy |
17,190
+2,825
| +20% | +$530K | 1.49% | 12 |
|
|
2013
Q3 | $2.66M | Buy |
14,365
+850
| +6% | +$157K | 1.4% | 20 |
|
|
2013
Q2 | $2.58M | Buy |
+13,515
| New | +$2.58M | 1.41% | 18 |
|