MFC
Morris Financial Concepts’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Sell |
2,882
-3
| -0.1% | -$884 | 0.34% | 48 |
|
|
2025
Q1 | $717K | Sell |
2,885
-5
| -0.2% | -$1.24K | 0.3% | 55 |
|
|
2024
Q4 | $635K | Buy |
2,890
+5
| +0.2% | +$1.1K | 0.27% | 54 |
|
|
2024
Q3 | $638K | Hold |
2,885
| – | – | 0.27% | 52 |
|
|
2024
Q2 | $499K | Hold |
2,885
| – | – | 0.24% | 56 |
|
|
2024
Q1 | $551K | Buy |
2,885
+13
| +0.5% | +$2.48K | 0.28% | 51 |
|
|
2023
Q4 | $470K | Hold |
2,872
| – | – | 0.27% | 53 |
|
|
2023
Q3 | $403K | Sell |
2,872
-239
| -8% | -$33.5K | 0.27% | 53 |
|
|
2023
Q2 | $416K | Hold |
3,111
| – | – | 0.27% | 53 |
|
|
2023
Q1 | $408K | Hold |
3,111
| – | – | 0.29% | 51 |
|
|
2022
Q4 | $438K | Hold |
3,111
| – | – | 0.35% | 48 |
|
|
2022
Q3 | $370K | Hold |
3,111
| – | – | 0.38% | 41 |
|
|
2022
Q2 | $439K | Sell |
3,111
-2
| -0.1% | -$282 | 0.42% | 39 |
|
|
2022
Q1 | $405K | Sell |
3,113
-3
| -0.1% | -$390 | 0.34% | 44 |
|
|
2021
Q4 | $416K | Buy |
+3,116
| New | +$416K | 0.35% | 40 |
|