MWM
Moran Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.07M | Buy |
20,597
+1,096
| +6% | +$323K | 0.19% | 151 |
|
|
2025
Q1 | $4.85M | Buy |
19,501
+550
| +3% | +$137K | 0.16% | 178 |
|
|
2024
Q4 | $4.17M | Buy |
18,951
+504
| +3% | +$111K | 0.13% | 186 |
|
|
2024
Q3 | $4.08M | Buy |
18,447
+251
| +1% | +$55.5K | 0.13% | 194 |
|
|
2024
Q2 | $3.15M | Buy |
18,196
+569
| +3% | +$98.4K | 0.1% | 214 |
|
|
2024
Q1 | $3.37M | Buy |
+17,627
| New | +$3.37M | 0.11% | 211 |
|