MSH Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Sell |
2,105
-35
| -2% | -$10.3K | 0.18% | 136 |
|
|
2025
Q1 | $532K | Hold |
2,140
| – | – | 0.16% | 139 |
|
|
2024
Q4 | $470K | Sell |
2,140
-95
| -4% | -$20.9K | 0.15% | 158 |
|
|
2024
Q3 | $494K | Hold |
2,235
| – | – | 0.15% | 148 |
|
|
2024
Q2 | $387K | Sell |
2,235
-17
| -0.8% | -$2.94K | 0.13% | 162 |
|
|
2024
Q1 | $430K | Buy |
2,252
+100
| +5% | +$19.1K | 0.15% | 142 |
|
|
2023
Q4 | $352K | Sell |
2,152
-436
| -17% | -$71.3K | 0.13% | 153 |
|
|
2023
Q3 | $363K | Sell |
2,588
-26,863
| -91% | -$3.77M | 0.14% | 155 |
|
|
2023
Q2 | $3.94M | Buy |
29,451
+27,127
| +1,167% | +$3.63M | 1.44% | 13 |
|
|
2023
Q1 | $305K | Buy |
2,324
+104
| +5% | +$13.6K | 0.13% | 160 |
|
|
2022
Q4 | $313K | Sell |
2,220
-780
| -26% | -$110K | 0.14% | 147 |
|
|
2022
Q3 | $356K | Buy |
3,000
+7
| +0.2% | +$832 | 0.18% | 121 |
|
|
2022
Q2 | $423K | Sell |
2,993
-125
| -4% | -$17.6K | 0.2% | 117 |
|
|
2022
Q1 | $405K | Buy |
3,118
+297
| +11% | +$38.6K | 0.17% | 128 |
|
|
2021
Q4 | $377K | Buy |
+2,821
| New | +$377K | 0.17% | 126 |
|