BMM
Buffington Mohr McNeal’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $264K | Sell |
1,063
-1,420
| -57% | -$353K | 0.05% | 95 |
|
|
2024
Q4 | $546K | Buy |
2,483
+496
| +25% | +$109K | 0.09% | 89 |
|
|
2024
Q3 | $439K | Hold |
1,987
| – | – | 0.07% | 98 |
|
|
2024
Q2 | $344K | Sell |
1,987
-199
| -9% | -$34.4K | 0.06% | 102 |
|
|
2024
Q1 | $418K | Sell |
2,186
-14
| -0.6% | -$2.67K | 0.08% | 98 |
|
|
2023
Q4 | $360K | Sell |
2,200
-75
| -3% | -$12.3K | 0.07% | 99 |
|
|
2023
Q3 | $319K | Hold |
2,275
| – | – | 0.07% | 105 |
|
|
2023
Q2 | $304K | Hold |
2,275
| – | – | 0.07% | 108 |
|
|
2023
Q1 | $298K | Hold |
2,275
| – | – | 0.07% | 108 |
|
|
2022
Q4 | $321K | Sell |
2,275
-300
| -12% | -$42.3K | 0.07% | 106 |
|
|
2022
Q3 | $306K | Sell |
2,575
-250
| -9% | -$29.7K | 0.07% | 104 |
|
|
2022
Q2 | $399K | Hold |
2,825
| – | – | 0.09% | 98 |
|
|
2022
Q1 | $367K | Hold |
2,825
| – | – | 0.07% | 106 |
|
|
2021
Q4 | $378K | Buy |
2,825
+125
| +5% | +$16.7K | 0.06% | 114 |
|
|
2021
Q3 | $375K | Sell |
2,700
-175
| -6% | -$24.3K | 0.07% | 104 |
|
|
2021
Q2 | $421K | Sell |
2,875
-125
| -4% | -$18.3K | 0.08% | 103 |
|
|
2021
Q1 | $400K | Buy |
3,000
+125
| +4% | +$16.7K | 0.09% | 102 |
|
|
2020
Q4 | $362K | Sell |
2,875
-2,000
| -41% | -$252K | 0.08% | 99 |
|
|
2020
Q3 | $593K | Sell |
4,875
-110
| -2% | -$13.4K | 0.16% | 80 |
|
|
2020
Q2 | $602K | Hold |
4,985
| – | – | 0.17% | 81 |
|
|
2020
Q1 | $553K | Sell |
4,985
-925
| -16% | -$103K | 0.18% | 79 |
|
|
2019
Q4 | $792K | Sell |
5,910
-350
| -6% | -$46.9K | 0.22% | 72 |
|
|
2019
Q3 | $910K | Hold |
6,260
| – | – | 0.28% | 59 |
|
|
2019
Q2 | $863K | Hold |
6,260
| – | – | 0.27% | 61 |
|
|
2019
Q1 | $883K | Hold |
6,260
| – | – | 0.28% | 61 |
|
|
2018
Q4 | $712K | Sell |
6,260
-1,256
| -17% | -$143K | 0.29% | 67 |
|
|
2018
Q3 | $1.14M | Hold |
7,516
| – | – | 0.39% | 52 |
|
|
2018
Q2 | $1.05M | Sell |
7,516
-714
| -9% | -$99.7K | 0.39% | 55 |
|
|
2018
Q1 | $1.26M | Buy |
8,230
+3,880
| +89% | +$595K | 0.48% | 49 |
|
|
2017
Q4 | $667K | Sell |
4,350
-100
| -2% | -$15.3K | 0.26% | 72 |
|
|
2017
Q3 | $684K | Sell |
4,450
-250
| -5% | -$38.4K | 0.27% | 68 |
|
|
2017
Q2 | $723K | Hold |
4,700
| – | – | 0.29% | 72 |
|
|
2017
Q1 | $818K | Buy |
4,700
+841
| +22% | +$146K | 0.36% | 60 |
|
|
2016
Q4 | $641K | Hold |
3,859
| – | – | 0.24% | 71 |
|
|
2016
Q3 | $613K | Sell |
3,859
-200
| -5% | -$31.8K | 0.26% | 69 |
|
|
2016
Q2 | $616K | Hold |
4,059
| – | – | 0.27% | 70 |
|
|
2016
Q1 | $614K | Buy |
4,059
+1,750
| +76% | +$265K | 0.27% | 70 |
|
|
2015
Q4 | $318K | Buy |
2,309
+1,400
| +154% | +$193K | 0.17% | 83 |
|
|
2015
Q3 | $132K | Sell |
909
-115
| -11% | -$16.7K | 0.09% | 71 |
|
|
2015
Q2 | $166K | Buy |
1,024
+40
| +4% | +$6.48K | 0.09% | 70 |
|
|
2015
Q1 | $158K | Hold |
984
| – | – | 0.09% | 73 |
|
|
2014
Q4 | $158K | Hold |
984
| – | – | 0.09% | 66 |
|
|
2014
Q3 | $187K | Hold |
984
| – | – | 0.11% | 59 |
|
|
2014
Q2 | $178K | Hold |
984
| – | – | 0.1% | 59 |
|
|
2014
Q1 | $189K | Hold |
984
| – | – | 0.11% | 59 |
|
|
2013
Q4 | $185K | Hold |
984
| – | – | 0.11% | 56 |
|
|
2013
Q3 | $182K | Sell |
984
-250
| -20% | -$46.2K | 0.11% | 58 |
|
|
2013
Q2 | $236K | Buy |
+1,234
| New | +$236K | 0.16% | 54 |
|