DMC
Drexel Morgan & Co’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.2M | Hold |
139,735
| – | – | 7.31% | 4 |
|
|
2025
Q1 | $34.7M | Hold |
139,735
| – | – | 7.29% | 4 |
|
|
2024
Q4 | $30.7M | Hold |
139,735
| – | – | 6.34% | 4 |
|
|
2024
Q3 | $30.9M | Hold |
139,735
| – | – | 5.74% | 6 |
|
|
2024
Q2 | $24.2M | Hold |
139,735
| – | – | 5.18% | 6 |
|
|
2024
Q1 | $26.7M | Hold |
139,735
| – | – | 5.49% | 6 |
|
|
2023
Q4 | $22.9M | Hold |
139,735
| – | – | 5.28% | 6 |
|
|
2023
Q3 | $19.6M | Hold |
139,735
| – | – | 5.33% | 7 |
|
|
2023
Q2 | $18.7M | Buy |
139,735
+450
| +0.3% | +$60.2K | 4.85% | 6 |
|
|
2023
Q1 | $18.3M | Hold |
139,285
| – | – | 4.6% | 6 |
|
|
2022
Q4 | $19.6M | Buy |
139,285
+400
| +0.3% | +$56.4K | 4.03% | 6 |
|
|
2022
Q3 | $16.5M | Hold |
138,885
| – | – | 3.96% | 8 |
|
|
2022
Q2 | $19.6M | Buy |
138,885
+320
| +0.2% | +$45.2K | 5.39% | 5 |
|
|
2022
Q1 | $18M | Hold |
138,565
| – | – | 5.24% | 5 |
|
|
2021
Q4 | $18.5M | Hold |
138,565
| – | – | 5.36% | 4 |
|
|
2021
Q3 | $19.3M | Hold |
138,565
| – | – | 6.18% | 4 |
|
|
2021
Q2 | $20.3M | Sell |
138,565
-120
| -0.1% | -$17.6K | 5.99% | 4 |
|
|
2021
Q1 | $18.5M | Buy |
138,685
+220
| +0.2% | +$29.3K | 4.68% | 4 |
|
|
2020
Q4 | $17.4M | Buy |
138,465
+7,490
| +6% | +$943K | 4.77% | 4 |
|
|
2020
Q3 | $15.9M | Buy |
130,975
+29
| +0% | +$3.53K | 5.6% | 4 |
|
|
2020
Q2 | $15.8M | Sell |
130,946
-99,970
| -43% | -$12.1M | 5.98% | 4 |
|
|
2020
Q1 | $25.6M | Buy |
230,916
+216,485
| +1,500% | +$24M | 9.92% | 2 |
|
|
2019
Q4 | $1.93M | Buy |
14,431
+2,087
| +17% | +$280K | 1.45% | 23 |
|
|
2019
Q3 | $1.8M | Sell |
12,344
-16
| -0.1% | -$2.33K | 1.39% | 28 |
|
|
2019
Q2 | $1.71M | Buy |
12,360
+3,169
| +34% | +$437K | 1.31% | 32 |
|
|
2019
Q1 | $1.3M | Buy |
9,191
+335
| +4% | +$47.3K | 1.15% | 34 |
|
|
2018
Q4 | $1.01M | Sell |
8,856
-2,255
| -20% | -$256K | 1.01% | 37 |
|
|
2018
Q3 | $1.68M | Buy |
11,111
+178
| +2% | +$26.9K | 1.48% | 31 |
|
|
2018
Q2 | $1.53M | Buy |
10,933
+1,166
| +12% | +$163K | 1.53% | 30 |
|
|
2018
Q1 | $1.5M | Buy |
9,767
+65
| +0.7% | +$9.98K | 1.56% | 27 |
|
|
2017
Q4 | $1.49M | Buy |
9,702
+134
| +1% | +$20.6K | 1.44% | 30 |
|
|
2017
Q3 | $1.39M | Sell |
9,568
-125
| -1% | -$18.1K | 1.42% | 28 |
|
|
2017
Q2 | $1.49M | Buy |
9,693
+156
| +2% | +$24K | 1.53% | 28 |
|
|
2017
Q1 | $1.66M | Buy |
9,537
+290
| +3% | +$50.5K | 1.84% | 16 |
|
|
2016
Q4 | $1.54M | Buy |
9,247
+212
| +2% | +$35.2K | 1.82% | 15 |
|
|
2016
Q3 | $1.44M | Hold |
9,035
| – | – | 1.59% | 19 |
|
|
2016
Q2 | $1.37M | Sell |
9,035
-8
| -0.1% | -$1.21K | 1.55% | 20 |
|
|
2016
Q1 | $1.37M | Buy |
9,043
+87
| +1% | +$13.2K | 1.61% | 21 |
|
|
2015
Q4 | $1.23M | Buy |
8,956
+1,553
| +21% | +$214K | 1.37% | 23 |
|
|
2015
Q3 | $1.07M | Buy |
7,403
+998
| +16% | +$145K | 1.38% | 24 |
|
|
2015
Q2 | $1.04M | Buy |
6,405
+211
| +3% | +$34.3K | 1.24% | 29 |
|
|
2015
Q1 | $994K | Sell |
6,194
-1,261
| -17% | -$202K | 1.06% | 32 |
|
|
2014
Q4 | $1.2M | Hold |
7,455
| – | – | 1.35% | 22 |
|
|
2014
Q3 | $1.42M | Buy |
7,455
+350
| +5% | +$66.5K | 1.72% | 15 |
|
|
2014
Q2 | $1.29M | Buy |
7,105
+148
| +2% | +$26.8K | 1.56% | 18 |
|
|
2014
Q1 | $1.34M | Hold |
6,957
| – | – | 1.69% | 15 |
|
|
2013
Q4 | $1.31M | Buy |
6,957
+246
| +4% | +$46.1K | 1.76% | 14 |
|
|
2013
Q3 | $1.24M | Buy |
6,711
+2,132
| +47% | +$395K | 1.7% | 16 |
|
|
2013
Q2 | $875K | Buy |
+4,579
| New | +$875K | 1.45% | 18 |
|