MAM
Mystic Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.87M | Buy |
19,925
+55
| +0.3% | +$16.2K | 1.42% | 15 |
|
|
2025
Q1 | $4.94M | Buy |
19,870
+2,013
| +11% | +$501K | 1.3% | 17 |
|
|
2024
Q4 | $3.93M | Buy |
17,857
+10,507
| +143% | +$2.31M | 1.05% | 23 |
|
|
2024
Q3 | $1.63M | Sell |
7,350
-150
| -2% | -$33.2K | 0.61% | 53 |
|
|
2024
Q2 | $1.3M | Buy |
7,500
+75
| +1% | +$13K | 0.52% | 60 |
|
|
2024
Q1 | $1.42M | Buy |
7,425
+228
| +3% | +$43.5K | 0.59% | 54 |
|
|
2023
Q4 | $1.18M | Buy |
7,197
+295
| +4% | +$48.2K | 0.56% | 62 |
|
|
2023
Q3 | $968K | Buy |
6,902
+50
| +0.7% | +$7.02K | 0.54% | 61 |
|
|
2023
Q2 | $917K | Buy |
6,852
+49
| +0.7% | +$6.56K | 0.49% | 71 |
|
|
2023
Q1 | $892K | Buy |
6,803
+61
| +0.9% | +$8K | 0.49% | 73 |
|
|
2022
Q4 | $950K | Buy |
6,742
+310
| +5% | +$43.7K | 0.54% | 63 |
|
|
2022
Q3 | $764K | Buy |
6,432
+418
| +7% | +$49.7K | 0.49% | 69 |
|
|
2022
Q2 | $849K | Buy |
6,014
+200
| +3% | +$28.2K | 0.52% | 66 |
|
|
2022
Q1 | $755K | Buy |
5,814
+310
| +6% | +$40.3K | 0.41% | 79 |
|
|
2021
Q4 | $735K | Buy |
+5,504
| New | +$735K | 0.35% | 83 |
|