MGWA
Monument Group Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
1,676
-83
| -5% | -$24.5K | 0.31% | 20 |
|
|
2025
Q1 | $437K | Hold |
1,759
| – | – | 0.3% | 23 |
|
|
2024
Q4 | $387K | Hold |
1,759
| – | – | 0.27% | 25 |
|
|
2024
Q3 | $389K | Sell |
1,759
-51
| -3% | -$11.3K | 0.23% | 26 |
|
|
2024
Q2 | $313K | Hold |
1,810
| – | – | 0.21% | 35 |
|
|
2024
Q1 | $346K | Buy |
+1,810
| New | +$346K | 0.26% | 29 |
|