Montz Harcus Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Sell |
3,193
-47
| -1% | -$13.9K | 0.45% | 28 |
|
|
2025
Q1 | $806K | Buy |
3,240
+24
| +0.7% | +$5.97K | 0.44% | 28 |
|
|
2024
Q4 | $707K | Buy |
3,216
+21
| +0.7% | +$4.62K | 0.4% | 29 |
|
|
2024
Q3 | $706K | Buy |
3,195
+41
| +1% | +$9.06K | 0.41% | 27 |
|
|
2024
Q2 | $545K | Buy |
3,154
+22
| +0.7% | +$3.8K | 0.35% | 30 |
|
|
2024
Q1 | $598K | Buy |
3,132
+26
| +0.8% | +$4.97K | 0.4% | 30 |
|
|
2023
Q4 | $508K | Buy |
3,106
+180
| +6% | +$29.4K | 0.39% | 30 |
|
|
2023
Q3 | $411K | Hold |
2,926
| – | – | 0.35% | 31 |
|
|
2023
Q2 | $392K | Sell |
2,926
-49
| -2% | -$6.56K | 0.32% | 35 |
|
|
2023
Q1 | $390K | Buy |
2,975
+29
| +1% | +$3.8K | 0.36% | 32 |
|
|
2022
Q4 | $415K | Buy |
2,946
+64
| +2% | +$9.02K | 0.41% | 29 |
|
|
2022
Q3 | $342K | Sell |
2,882
-42
| -1% | -$4.98K | 0.38% | 30 |
|
|
2022
Q2 | $413K | Buy |
2,924
+116
| +4% | +$16.4K | 0.44% | 29 |
|
|
2022
Q1 | $365K | Buy |
2,808
+139
| +5% | +$18.1K | 0.33% | 34 |
|
|
2021
Q4 | $357K | Buy |
+2,669
| New | +$357K | 0.31% | 34 |
|