MLA
My Legacy Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
4,141
+59
| +1% | +$17K | 0.42% | 64 |
|
|
2025
Q1 | $1.02M | Buy |
4,082
+19
| +0.5% | +$4.73K | 0.39% | 74 |
|
|
2024
Q4 | $894K | Sell |
4,063
-63
| -2% | -$13.9K | 0.35% | 79 |
|
|
2024
Q3 | $912K | Sell |
4,126
-725
| -15% | -$160K | 0.36% | 82 |
|
|
2024
Q2 | $839K | Sell |
4,851
-749
| -13% | -$130K | 0.27% | 100 |
|
|
2024
Q1 | $1.07M | Sell |
5,600
-15
| -0.3% | -$2.86K | 0.36% | 76 |
|
|
2023
Q4 | $911K | Buy |
5,615
+236
| +4% | +$38.3K | 0.33% | 92 |
|
|
2023
Q3 | $742K | Buy |
5,379
+41
| +0.8% | +$5.66K | 0.3% | 103 |
|
|
2023
Q2 | $715K | Sell |
5,338
-313
| -6% | -$41.9K | 0.28% | 118 |
|
|
2023
Q1 | $740K | Buy |
5,651
+853
| +18% | +$112K | 0.32% | 112 |
|
|
2022
Q4 | $657K | Buy |
4,798
+1,570
| +49% | +$215K | 0.28% | 132 |
|
|
2022
Q3 | $387K | Buy |
3,228
+856
| +36% | +$103K | 0.2% | 168 |
|
|
2022
Q2 | $334K | Buy |
+2,372
| New | +$334K | 0.17% | 171 |
|