Monterey Private Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $310K | Sell |
1,246
-420
| -25% | -$104K | 0.09% | 94 |
|
|
2024
Q4 | $366K | Buy |
1,666
+404
| +32% | +$88.8K | 0.12% | 82 |
|
|
2024
Q3 | $279K | Buy |
1,262
+35
| +3% | +$7.74K | 0.1% | 99 |
|
|
2024
Q2 | $212K | Buy |
1,227
+9
| +0.7% | +$1.56K | 0.08% | 113 |
|
|
2024
Q1 | $233K | Buy |
+1,218
| New | +$233K | 0.09% | 96 |
|
|
2021
Q2 | – | Sell |
-1,567
| Closed | -$212K | – | 99 |
|
|
2021
Q1 | $212K | Buy |
+1,567
| New | +$212K | 0.12% | 90 |
|
|
2020
Q1 | – | Sell |
-1,831
| Closed | -$235K | – | 72 |
|
|
2019
Q4 | $235K | Buy |
+1,831
| New | +$235K | 0.19% | 72 |
|