Manchester Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
4,068
-575
| -12% | -$170K | 0.25% | 44 |
|
|
2025
Q1 | $1.15M | Hold |
4,643
| – | – | 0.26% | 41 |
|
|
2024
Q4 | $1.02M | Hold |
4,643
| – | – | 0.22% | 40 |
|
|
2024
Q3 | $1.03M | Sell |
4,643
-8
| -0.2% | -$1.77K | 0.22% | 41 |
|
|
2024
Q2 | $804K | Sell |
4,651
-35
| -0.7% | -$6.05K | 0.2% | 43 |
|
|
2024
Q1 | $895K | Buy |
4,686
+103
| +2% | +$19.7K | 0.23% | 41 |
|
|
2023
Q4 | $750K | Sell |
4,583
-28
| -0.6% | -$4.58K | 0.21% | 44 |
|
|
2023
Q3 | $647K | Hold |
4,611
| – | – | 0.19% | 45 |
|
|
2023
Q2 | $617K | Sell |
4,611
-10
| -0.2% | -$1.34K | 0.18% | 45 |
|
|
2023
Q1 | $606K | Sell |
4,621
-25
| -0.5% | -$3.28K | 0.18% | 46 |
|
|
2022
Q4 | $655K | Hold |
4,646
| – | – | 0.18% | 46 |
|
|
2022
Q3 | $552K | Sell |
4,646
-16
| -0.3% | -$1.9K | 0.16% | 48 |
|
|
2022
Q2 | $658K | Sell |
4,662
-326
| -7% | -$46K | 0.25% | 45 |
|
|
2022
Q1 | $649K | Hold |
4,988
| – | – | 0.23% | 45 |
|
|
2021
Q4 | $667K | Buy |
4,988
+1,382
| +38% | +$185K | 0.23% | 46 |
|
|
2021
Q3 | $479K | Buy |
3,606
+276
| +8% | +$36.7K | 0.18% | 47 |
|
|
2021
Q2 | $467K | Buy |
3,330
+29
| +0.9% | +$4.07K | 0.18% | 48 |
|
|
2021
Q1 | $421K | Sell |
3,301
-58
| -2% | -$7.4K | 0.2% | 46 |
|
|
2020
Q4 | $404K | Buy |
3,359
+555
| +20% | +$66.8K | 0.25% | 39 |
|
|
2020
Q3 | $326K | Buy |
2,804
+219
| +8% | +$25.5K | 0.25% | 38 |
|
|
2020
Q2 | $298K | Buy |
2,585
+175
| +7% | +$20.2K | 0.24% | 43 |
|
|
2020
Q1 | $256K | Sell |
2,410
-220
| -8% | -$23.4K | 0.19% | 47 |
|
|
2019
Q4 | $337K | Hold |
2,630
| – | – | 0.13% | 44 |
|
|
2019
Q3 | $366K | Sell |
2,630
-119
| -4% | -$16.6K | 0.16% | 37 |
|
|
2019
Q2 | $362K | Hold |
2,749
| – | – | 0.16% | 40 |
|
|
2019
Q1 | $371K | Sell |
2,749
-29
| -1% | -$3.91K | 0.18% | 38 |
|
|
2018
Q4 | $302K | Buy |
+2,778
| New | +$302K | 0.16% | 42 |
|