MRA Advisory Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Sell |
1,999
-129
| -6% | -$38K | 0.28% | 50 |
|
|
2025
Q1 | $529K | Buy |
2,128
+29
| +1% | +$7.21K | 0.28% | 49 |
|
|
2024
Q4 | $461K | Sell |
2,099
-114
| -5% | -$25.1K | 0.24% | 51 |
|
|
2024
Q3 | $489K | Buy |
2,213
+484
| +28% | +$107K | 0.27% | 49 |
|
|
2024
Q2 | $299K | Buy |
1,729
+51
| +3% | +$8.82K | 0.17% | 70 |
|
|
2024
Q1 | $320K | Sell |
1,678
-12
| -0.7% | -$2.29K | 0.19% | 66 |
|
|
2023
Q4 | $276K | Sell |
1,690
-2,359
| -58% | -$386K | 0.18% | 73 |
|
|
2023
Q3 | $568K | Buy |
4,049
+1,302
| +47% | +$183K | 0.41% | 49 |
|
|
2023
Q2 | $368K | Sell |
2,747
-217
| -7% | -$29K | 0.25% | 66 |
|
|
2023
Q1 | $389K | Buy |
2,964
+947
| +47% | +$124K | 0.28% | 63 |
|
|
2022
Q4 | $284K | Buy |
2,017
+118
| +6% | +$16.6K | 0.22% | 78 |
|
|
2022
Q3 | $224K | Buy |
1,899
+12
| +0.6% | +$1.42K | 0.19% | 86 |
|
|
2022
Q2 | $266K | Buy |
+1,887
| New | +$266K | 0.23% | 81 |
|