MCM
Marathon Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.39M | Sell |
31,852
-65
| -0.2% | -$19.2K | 2.39% | 7 |
|
|
2025
Q1 | $7.94M | Sell |
31,917
-8,718
| -21% | -$2.17M | 2.11% | 10 |
|
|
2024
Q4 | $8.93M | Sell |
40,635
-890
| -2% | -$196K | 2.23% | 10 |
|
|
2024
Q3 | $9.18M | Sell |
41,525
-200
| -0.5% | -$44.2K | 2.23% | 9 |
|
|
2024
Q2 | $7.22M | Sell |
41,725
-119
| -0.3% | -$20.6K | 1.84% | 11 |
|
|
2024
Q1 | $7.99M | Sell |
41,844
-1,120
| -3% | -$214K | 1.91% | 12 |
|
|
2023
Q4 | $7.03M | Sell |
42,964
-362
| -0.8% | -$59.2K | 1.77% | 11 |
|
|
2023
Q3 | $6.08M | Buy |
43,326
+29
| +0.1% | +$4.07K | 1.53% | 17 |
|
|
2023
Q2 | $5.79M | Sell |
43,297
-715
| -2% | -$95.7K | 1.43% | 20 |
|
|
2023
Q1 | $5.77M | Buy |
44,012
+230
| +0.5% | +$30.2K | 1.42% | 15 |
|
|
2022
Q4 | $6.17M | Sell |
43,782
-821
| -2% | -$116K | 1.7% | 13 |
|
|
2022
Q3 | $5.3M | Sell |
44,603
-106
| -0.2% | -$12.6K | 1.51% | 13 |
|
|
2022
Q2 | $6.31M | Sell |
44,709
-1,904
| -4% | -$269K | 2.04% | 4 |
|
|
2022
Q1 | $6.06M | Buy |
46,613
+369
| +0.8% | +$48K | 1.74% | 7 |
|
|
2021
Q4 | $6.18M | Buy |
46,244
+452
| +1% | +$60.4K | 1.45% | 8 |
|
|
2021
Q3 | $6.36M | Buy |
45,792
+422
| +0.9% | +$58.6K | 1.44% | 6 |
|
|
2021
Q2 | $6.65M | Sell |
45,370
-74
| -0.2% | -$10.8K | 1.54% | 5 |
|
|
2021
Q1 | $6.06M | Buy |
45,444
+5,986
| +15% | +$798K | 1.6% | 5 |
|
|
2020
Q4 | $4.97M | Buy |
39,458
+15,173
| +62% | +$1.91M | 1.46% | 7 |
|
|
2020
Q3 | $2.95M | Sell |
24,285
-869
| -3% | -$106K | 1.08% | 15 |
|
|
2020
Q2 | $3.04M | Buy |
25,154
+68
| +0.3% | +$8.21K | 1.17% | 12 |
|
|
2020
Q1 | $2.78M | Buy |
25,086
+10,679
| +74% | +$1.18M | 1.28% | 10 |
|
|
2019
Q4 | $1.93M | Buy |
14,407
+572
| +4% | +$76.7K | 0.66% | 27 |
|
|
2019
Q3 | $2.01M | Sell |
13,835
-152
| -1% | -$22.1K | 0.81% | 20 |
|
|
2019
Q2 | $1.93M | Buy |
13,987
+119
| +0.9% | +$16.4K | 0.79% | 24 |
|
|
2019
Q1 | $1.96M | Sell |
13,868
-198
| -1% | -$27.9K | 0.87% | 20 |
|
|
2018
Q4 | $1.6M | Sell |
14,066
-1,814
| -11% | -$206K | 0.79% | 21 |
|
|
2018
Q3 | $2.4M | Sell |
15,880
-187
| -1% | -$28.3K | 0.93% | 19 |
|
|
2018
Q2 | $2.24M | Buy |
16,067
+1,265
| +9% | +$177K | 0.85% | 23 |
|
|
2018
Q1 | $2.27M | Buy |
14,802
+9,733
| +192% | +$1.49M | 0.89% | 17 |
|
|
2017
Q4 | $777K | Buy |
5,069
+449
| +10% | +$68.8K | 0.3% | 42 |
|
|
2017
Q3 | $670K | Buy |
4,620
+477
| +12% | +$69.2K | 0.28% | 39 |
|
|
2017
Q2 | $637K | Sell |
4,143
-157
| -4% | -$24.1K | 0.3% | 41 |
|
|
2017
Q1 | $749K | Sell |
4,300
-3
| -0.1% | -$523 | 0.37% | 40 |
|
|
2016
Q4 | $714K | Sell |
4,303
-139
| -3% | -$23.1K | 0.34% | 38 |
|
|
2016
Q3 | $706K | Sell |
4,442
-124
| -3% | -$19.7K | 0.35% | 41 |
|
|
2016
Q2 | $693K | Buy |
4,566
+25
| +0.6% | +$3.79K | 0.36% | 39 |
|
|
2016
Q1 | $688K | Buy |
4,541
+1
| +0% | +$152 | 0.36% | 36 |
|
|
2015
Q4 | $624K | Sell |
4,540
-173
| -4% | -$23.8K | 0.33% | 40 |
|
|
2015
Q3 | $683K | Sell |
4,713
-9
| -0.2% | -$1.3K | 0.35% | 38 |
|
|
2015
Q2 | $768K | Sell |
4,722
-41
| -0.9% | -$6.67K | 0.35% | 38 |
|
|
2015
Q1 | $765K | Sell |
4,763
-80
| -2% | -$12.8K | 0.34% | 36 |
|
|
2014
Q4 | $777K | Sell |
4,843
-273
| -5% | -$43.8K | 0.72% | 34 |
|
|
2014
Q3 | $971K | Sell |
5,116
-175
| -3% | -$33.2K | 0.87% | 31 |
|
|
2014
Q2 | $959K | Hold |
5,291
| – | – | 0.77% | 33 |
|
|
2014
Q1 | $1.02M | Sell |
5,291
-102
| -2% | -$19.6K | 0.77% | 32 |
|
|
2013
Q4 | $1.01M | Buy |
5,393
+5
| +0.1% | +$938 | 0.73% | 33 |
|
|
2013
Q3 | $998K | Sell |
5,388
-225
| -4% | -$41.7K | 0.86% | 30 |
|
|
2013
Q2 | $1.07M | Buy |
+5,613
| New | +$1.07M | 0.92% | 29 |
|