Morton Brown Family Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.1K | Sell |
292
-14
| -5% | -$4.13K | 0.03% | 88 |
|
|
2025
Q1 | $76.1K | Buy |
306
+99
| +48% | +$24.6K | 0.03% | 87 |
|
|
2024
Q4 | $45.5K | Sell |
207
-129
| -38% | -$28.4K | 0.02% | 107 |
|
|
2024
Q3 | $74.3K | Buy |
336
+123
| +58% | +$27.2K | 0.03% | 84 |
|
|
2024
Q2 | $39.5K | Sell |
213
-10
| -4% | -$1.85K | 0.02% | 101 |
|
|
2024
Q1 | $42.6K | Sell |
223
-184
| -45% | -$35.1K | 0.02% | 92 |
|
|
2023
Q4 | $66.6K | Buy |
407
+157
| +63% | +$25.7K | 0.03% | 85 |
|
|
2023
Q3 | $35.1K | Sell |
250
-6
| -2% | -$842 | 0.02% | 91 |
|
|
2023
Q2 | $34.3K | Hold |
256
| – | – | 0.02% | 90 |
|
|
2023
Q1 | $33.6K | Hold |
256
| – | – | 0.02% | 88 |
|
|
2022
Q4 | $36.1K | Sell |
256
-41
| -14% | -$5.78K | 0.02% | 83 |
|
|
2022
Q3 | $35K | Sell |
297
-11
| -4% | -$1.3K | 0.03% | 77 |
|
|
2022
Q2 | $43K | Hold |
308
| – | – | 0.03% | 69 |
|
|
2022
Q1 | $40K | Hold |
308
| – | – | 0.03% | 76 |
|
|
2021
Q4 | $41K | Buy |
+308
| New | +$41K | 0.03% | 81 |
|