MAM
MWA Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
6,204
+254
| +4% | +$74.9K | 1.12% | 30 |
|
|
2025
Q1 | $1.48M | Buy |
5,950
+663
| +13% | +$165K | 1.03% | 32 |
|
|
2024
Q4 | $1.16M | Buy |
5,287
+2,542
| +93% | +$559K | 0.77% | 43 |
|
|
2024
Q3 | $607K | Buy |
2,745
+63
| +2% | +$13.9K | 0.4% | 73 |
|
|
2024
Q2 | $464K | Sell |
2,682
-21
| -0.8% | -$3.63K | 0.33% | 79 |
|
|
2024
Q1 | $516K | Buy |
+2,703
| New | +$516K | 0.37% | 77 |
|