Aull & Monroe Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
8,689
-1,740
| -17% | -$513K | 1.37% | 27 |
|
|
2025
Q1 | $2.59M | Sell |
10,429
-125
| -1% | -$31.1K | 1.29% | 26 |
|
|
2024
Q4 | $2.32M | Sell |
10,554
-615
| -6% | -$135K | 1.18% | 28 |
|
|
2024
Q3 | $2.47M | Sell |
11,169
-11
| -0.1% | -$2.43K | 1.15% | 30 |
|
|
2024
Q2 | $1.93M | Sell |
11,180
-1,300
| -10% | -$225K | 0.95% | 38 |
|
|
2024
Q1 | $2.38M | Hold |
12,480
| – | – | 1.09% | 31 |
|
|
2023
Q4 | $2.04M | Sell |
12,480
-125
| -1% | -$20.4K | 1.01% | 38 |
|
|
2023
Q3 | $1.77M | Hold |
12,605
| – | – | 0.92% | 40 |
|
|
2023
Q2 | $1.69M | Hold |
12,605
| – | – | 0.85% | 43 |
|
|
2023
Q1 | $1.65M | Sell |
12,605
-126
| -1% | -$16.5K | 0.84% | 44 |
|
|
2022
Q4 | $1.79M | Sell |
12,731
-600
| -5% | -$84.5K | 0.89% | 41 |
|
|
2022
Q3 | $1.58M | Hold |
13,331
| – | – | 0.87% | 41 |
|
|
2022
Q2 | $1.88M | Sell |
13,331
-75
| -0.6% | -$10.6K | 0.95% | 39 |
|
|
2022
Q1 | $1.74M | Sell |
13,406
-100
| -0.7% | -$13K | 0.79% | 44 |
|
|
2021
Q4 | $1.81M | Sell |
13,506
-843
| -6% | -$113K | 0.8% | 44 |
|
|
2021
Q3 | $1.91M | Hold |
14,349
| – | – | 0.94% | 39 |
|
|
2021
Q2 | $2.01M | Sell |
14,349
-78
| -0.5% | -$10.9K | 0.96% | 38 |
|
|
2021
Q1 | $1.84M | Buy |
14,427
+156
| +1% | +$19.9K | 0.89% | 39 |
|
|
2020
Q4 | $1.72M | Hold |
14,271
| – | – | 0.91% | 39 |
|
|
2020
Q3 | $1.66M | Sell |
14,271
-26
| -0.2% | -$3.02K | 0.97% | 35 |
|
|
2020
Q2 | $1.65M | Sell |
14,297
-314
| -2% | -$36.3K | 1.02% | 36 |
|
|
2020
Q1 | $1.55M | Buy |
14,611
+314
| +2% | +$33.3K | 1.04% | 36 |
|
|
2019
Q4 | $1.83M | Sell |
14,297
-157
| -1% | -$20.1K | 0.93% | 41 |
|
|
2019
Q3 | $2.01M | Sell |
14,454
-261
| -2% | -$36.3K | 1.06% | 33 |
|
|
2019
Q2 | $1.94M | Sell |
14,715
-209
| -1% | -$27.6K | 1.03% | 36 |
|
|
2019
Q1 | $2.01M | Sell |
14,924
-942
| -6% | -$127K | 1.08% | 32 |
|
|
2018
Q4 | $1.72M | Sell |
15,866
-627
| -4% | -$68.1K | 0.98% | 39 |
|
|
2018
Q3 | $2.38M | Buy |
16,493
+104
| +0.6% | +$15K | 1.15% | 30 |
|
|
2018
Q2 | $2.19M | Sell |
16,389
-314
| -2% | -$41.9K | 1.12% | 30 |
|
|
2018
Q1 | $2.45M | Buy |
16,703
+314
| +2% | +$46.1K | 1.28% | 24 |
|
|
2017
Q4 | $2.4M | Sell |
16,389
-732
| -4% | -$107K | 1.21% | 26 |
|
|
2017
Q3 | $2.38M | Sell |
17,121
-353
| -2% | -$49K | 1.22% | 28 |
|
|
2017
Q2 | $2.57M | Sell |
17,474
-314
| -2% | -$46.2K | 1.37% | 24 |
|
|
2017
Q1 | $2.96M | Sell |
17,788
-157
| -0.9% | -$26.1K | 1.58% | 21 |
|
|
2016
Q4 | $2.85M | Sell |
17,945
-105
| -0.6% | -$16.7K | 1.6% | 20 |
|
|
2016
Q3 | $2.74M | Sell |
18,050
-810
| -4% | -$123K | 1.58% | 19 |
|
|
2016
Q2 | $2.74M | Sell |
18,860
-444
| -2% | -$64.4K | 1.58% | 18 |
|
|
2016
Q1 | $2.8M | Hold |
19,304
| – | – | 1.68% | 18 |
|
|
2015
Q4 | $2.54M | Buy |
19,304
+157
| +0.8% | +$20.7K | 1.58% | 20 |
|
|
2015
Q3 | $2.65M | Sell |
19,147
-1,431
| -7% | -$198K | 1.72% | 17 |
|
|
2015
Q2 | $3.19M | Sell |
20,578
-726
| -3% | -$113K | 1.87% | 14 |
|
|
2015
Q1 | $3.27M | Buy |
21,304
+209
| +1% | +$32.1K | 1.84% | 15 |
|
|
2014
Q4 | $3.24M | Sell |
21,095
-1,077
| -5% | -$165K | 1.76% | 17 |
|
|
2014
Q3 | $4.02M | Buy |
22,172
+207
| +0.9% | +$37.6K | 2.14% | 10 |
|
|
2014
Q2 | $3.81M | Buy |
21,965
+282
| +1% | +$48.9K | 2.03% | 11 |
|
|
2014
Q1 | $3.99M | Sell |
21,683
-52
| -0.2% | -$9.57K | 2.28% | 7 |
|
|
2013
Q4 | $3.9M | Buy |
21,735
+706
| +3% | +$127K | 2.28% | 8 |
|
|
2013
Q3 | $3.72M | Buy |
21,029
+245
| +1% | +$43.4K | 2.41% | 7 |
|
|
2013
Q2 | $3.8M | Buy |
+20,784
| New | +$3.8M | 2.56% | 6 |
|