Mosley Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $502K | Buy |
2,197
+182
| +9% | +$41.6K | 0.31% | 76 |
|
|
2024
Q3 | $467K | Buy |
2,015
+225
| +13% | +$52.1K | 0.32% | 73 |
|
|
2024
Q2 | $310K | Sell |
1,790
-33
| -2% | -$5.71K | 0.26% | 80 |
|
|
2024
Q1 | $348K | Sell |
1,823
-82
| -4% | -$15.7K | 0.33% | 72 |
|
|
2023
Q4 | $312K | Buy |
+1,905
| New | +$312K | 0.31% | 73 |
|