Mosaic Family Wealth Partners’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 | $1.91M | Buy |
|
|||||
|
2025
Q2 | $428K | Sell |
|
|||||
|
2025
Q1 | $511K | Buy |
|
|||||
|
2024
Q4 | $334K | Buy |
|
|||||
|
2024
Q3 | $334K | Buy |
|
|||||
|
2024
Q2 | $261K | Sell |
|
|||||
|
2024
Q1 | $298K | Sell |
|
|||||
|
2023
Q4 | $263K | Sell |
|
|||||
|
2023
Q3 | $245K | Buy |
|
|||||
|
2023
Q2 | $233K | Buy |
|
|||||
|
2023
Q1 | $228K | Buy |
|
|||||
|
2022
Q4 | $245K | Buy |
|