Mosaic Family Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Sell |
1,451
-603
| -29% | -$178K | 0.05% | 143 |
|
|
2025
Q1 | $511K | Buy |
2,054
+537
| +35% | +$134K | 0.07% | 129 |
|
|
2024
Q4 | $334K | Buy |
1,517
+6
| +0.4% | +$1.32K | 0.05% | 156 |
|
|
2024
Q3 | $334K | Buy |
1,511
+1
| +0.1% | +$221 | 0.05% | 153 |
|
|
2024
Q2 | $261K | Sell |
1,510
-49
| -3% | -$8.47K | 0.04% | 167 |
|
|
2024
Q1 | $298K | Sell |
1,559
-52
| -3% | -$9.93K | 0.05% | 166 |
|
|
2023
Q4 | $263K | Sell |
1,611
-134
| -8% | -$21.9K | 0.05% | 161 |
|
|
2023
Q3 | $245K | Buy |
1,745
+3
| +0.2% | +$421 | 0.05% | 160 |
|
|
2023
Q2 | $233K | Buy |
1,742
+3
| +0.2% | +$401 | 0.05% | 164 |
|
|
2023
Q1 | $228K | Buy |
1,739
+3
| +0.2% | +$393 | 0.05% | 167 |
|
|
2022
Q4 | $245K | Buy |
+1,736
| New | +$245K | 0.07% | 154 |
|