McDaniel Terry & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Sell |
2,985
-15
| -0.5% | -$4.42K | 0.07% | 56 |
|
|
2025
Q1 | $746K | Buy |
3,000
+10
| +0.3% | +$2.49K | 0.07% | 57 |
|
|
2024
Q4 | $657K | Hold |
2,990
| – | – | 0.05% | 59 |
|
|
2024
Q3 | $661K | Buy |
2,990
+5
| +0.2% | +$1.11K | 0.06% | 61 |
|
|
2024
Q2 | $516K | Sell |
2,985
-89
| -3% | -$15.4K | 0.05% | 63 |
|
|
2024
Q1 | $587K | Sell |
3,074
-291
| -9% | -$55.6K | 0.05% | 63 |
|
|
2023
Q4 | $550K | Hold |
3,365
| – | – | 0.05% | 60 |
|
|
2023
Q3 | $472K | Hold |
3,365
| – | – | 0.05% | 65 |
|
|
2023
Q2 | $450K | Hold |
3,365
| – | – | 0.05% | 63 |
|
|
2023
Q1 | $441K | Hold |
3,365
| – | – | 0.05% | 64 |
|
|
2022
Q4 | $474K | Hold |
3,365
| – | – | 0.06% | 57 |
|
|
2022
Q3 | $400K | Hold |
3,365
| – | – | 0.05% | 61 |
|
|
2022
Q2 | $475K | Hold |
3,365
| – | – | 0.06% | 57 |
|
|
2022
Q1 | $438K | Hold |
3,365
| – | – | 0.05% | 65 |
|
|
2021
Q4 | $450K | Sell |
3,365
-155
| -4% | -$20.7K | 0.05% | 72 |
|
|
2021
Q3 | $467K | Hold |
3,520
| – | – | 0.05% | 57 |
|
|
2021
Q2 | $493K | Hold |
3,520
| – | – | 0.06% | 58 |
|
|
2021
Q1 | $448K | Buy |
3,520
+209
| +6% | +$26.6K | 0.05% | 57 |
|
|
2020
Q4 | $398K | Sell |
3,311
-608
| -16% | -$73.1K | 0.05% | 59 |
|
|
2020
Q3 | $456K | Buy |
3,919
+8
| +0.2% | +$931 | 0.06% | 53 |
|
|
2020
Q2 | $452K | Buy |
3,911
+583
| +18% | +$67.4K | 0.07% | 53 |
|
|
2020
Q1 | $353K | Buy |
3,328
+8
| +0.2% | +$849 | 0.06% | 51 |
|
|
2019
Q4 | $426K | Sell |
3,320
-46
| -1% | -$5.9K | 0.06% | 55 |
|
|
2019
Q3 | $468K | Buy |
3,366
+59
| +2% | +$8.2K | 0.08% | 48 |
|
|
2019
Q2 | $436K | Sell |
3,307
-356
| -10% | -$46.9K | 0.07% | 47 |
|
|
2019
Q1 | $494K | Buy |
3,663
+369
| +11% | +$49.8K | 0.08% | 42 |
|
|
2018
Q4 | $358K | Sell |
3,294
-361
| -10% | -$39.2K | 0.07% | 44 |
|
|
2018
Q3 | $528K | Buy |
3,655
+6
| +0.2% | +$867 | 0.09% | 42 |
|
|
2018
Q2 | $487K | Buy |
3,649
+8
| +0.2% | +$1.07K | 0.09% | 42 |
|
|
2018
Q1 | $534K | Buy |
3,641
+4
| +0.1% | +$587 | 0.1% | 38 |
|
|
2017
Q4 | $533K | Buy |
3,637
+5
| +0.1% | +$733 | 0.09% | 39 |
|
|
2017
Q3 | $504K | Buy |
3,632
+61
| +2% | +$8.47K | 0.1% | 39 |
|
|
2017
Q2 | $525K | Buy |
3,571
+5
| +0.1% | +$735 | 0.1% | 42 |
|
|
2017
Q1 | $594K | Buy |
3,566
+106
| +3% | +$17.7K | 0.12% | 37 |
|
|
2016
Q4 | $549K | Buy |
3,460
+4
| +0.1% | +$635 | 0.11% | 38 |
|
|
2016
Q3 | $525K | Sell |
3,456
-723
| -17% | -$110K | 0.11% | 39 |
|
|
2016
Q2 | $606K | Buy |
4,179
+561
| +16% | +$81.4K | 0.14% | 40 |
|
|
2016
Q1 | $524K | Buy |
3,618
+140
| +4% | +$20.3K | 0.12% | 36 |
|
|
2015
Q4 | $458K | Sell |
3,478
-613
| -15% | -$80.7K | 0.12% | 36 |
|
|
2015
Q3 | $567K | Sell |
4,091
-2,142
| -34% | -$297K | 0.16% | 33 |
|
|
2015
Q2 | $969K | Buy |
6,233
+1,717
| +38% | +$267K | 0.24% | 30 |
|
|
2015
Q1 | $693K | Hold |
4,516
| – | – | 0.17% | 32 |
|
|
2014
Q4 | $693K | Hold |
4,516
| – | – | 0.16% | 32 |
|
|
2014
Q3 | $819K | Hold |
4,516
| – | – | 0.2% | 31 |
|
|
2014
Q2 | $783K | Sell |
4,516
-884
| -16% | -$153K | 0.19% | 32 |
|
|
2014
Q1 | $994K | Hold |
5,400
| – | – | 0.25% | 30 |
|
|
2013
Q4 | $968K | Sell |
5,400
-95
| -2% | -$17K | 0.24% | 29 |
|
|
2013
Q3 | $973K | Buy |
5,495
+152
| +3% | +$26.9K | 0.27% | 31 |
|
|
2013
Q2 | $976K | Buy |
+5,343
| New | +$976K | 0.29% | 31 |
|