Morton Brown Family Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $82.4K | Hold |
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|
2025
Q2 | $86.1K | Sell |
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|
2025
Q1 | $76.1K | Buy |
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|
2024
Q4 | $45.5K | Sell |
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|
2024
Q3 | $74.3K | Buy |
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|
2024
Q2 | $39.5K | Sell |
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|
2024
Q1 | $42.6K | Sell |
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|
2023
Q4 | $66.6K | Buy |
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|
2023
Q3 | $35.1K | Sell |
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|
2023
Q2 | $34.3K | Hold |
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|
2023
Q1 | $33.6K | Hold |
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|
2022
Q4 | $36.1K | Sell |
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|
2022
Q3 | $35K | Sell |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $40K | Hold |
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|
2021
Q4 | $41K | Buy |
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