MWA
Monograph Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Sell |
1,515
-49
| -3% | -$14.4K | 0.06% | 85 |
|
|
2025
Q1 | $389K | Buy |
1,564
+50
| +3% | +$12.4K | 0.05% | 80 |
|
|
2024
Q4 | $333K | Sell |
1,514
-1,402
| -48% | -$308K | 0.04% | 88 |
|
|
2024
Q3 | $645K | Buy |
2,916
+510
| +21% | +$113K | 0.08% | 64 |
|
|
2024
Q2 | $416K | Sell |
2,406
-10,957
| -82% | -$1.89M | 0.06% | 75 |
|
|
2024
Q1 | $2.55M | Buy |
13,363
+10,852
| +432% | +$2.07M | 0.37% | 30 |
|
|
2023
Q4 | $411K | Buy |
2,511
+160
| +7% | +$26.2K | 0.07% | 66 |
|
|
2023
Q3 | $330K | Buy |
2,351
+7
| +0.3% | +$982 | 0.07% | 88 |
|
|
2023
Q2 | $314K | Buy |
2,344
+8
| +0.3% | +$1.07K | 0.07% | 66 |
|
|
2023
Q1 | $306K | Buy |
2,336
+743
| +47% | +$97.4K | 0.07% | 65 |
|
|
2022
Q4 | $224K | Sell |
1,593
-291
| -15% | -$40.9K | 0.06% | 82 |
|
|
2022
Q3 | $224K | Buy |
1,884
+11
| +0.6% | +$1.31K | 0.07% | 63 |
|
|
2022
Q2 | $264K | Sell |
1,873
-6
| -0.3% | -$846 | 0.08% | 63 |
|
|
2022
Q1 | $244K | Buy |
+1,879
| New | +$244K | 0.06% | 77 |
|