MAM
Morse Asset Management’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $250K | Buy |
847
+845
| +42,250% | +$249K | 0.05% | 143 |
|
2025
Q1 | $497 | Hold |
2
| – | – | ﹤0.01% | 326 |
|
2024
Q4 | $440 | Hold |
2
| – | – | ﹤0.01% | 316 |
|
2024
Q3 | $442 | Buy |
+2
| New | +$442 | ﹤0.01% | 329 |
|
2018
Q1 | – | Sell |
-1,450
| Closed | -$222K | – | 148 |
|
2017
Q4 | $222K | Hold |
1,450
| – | – | 0.06% | 127 |
|
2017
Q3 | $210K | Sell |
1,450
-257
| -15% | -$37.2K | 0.06% | 123 |
|
2017
Q2 | $263K | Sell |
1,707
-100
| -6% | -$15.4K | 0.09% | 111 |
|
2017
Q1 | $315K | Buy |
+1,807
| New | +$315K | 0.11% | 113 |
|