McDaniel Terry & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $842K | Hold |
|
|||||
|
2025
Q2 | $880K | Sell |
|
|||||
|
2025
Q1 | $746K | Buy |
|
|||||
|
2024
Q4 | $657K | Hold |
|
|||||
|
2024
Q3 | $661K | Buy |
|
|||||
|
2024
Q2 | $516K | Sell |
|
|||||
|
2024
Q1 | $587K | Sell |
|
|||||
|
2023
Q4 | $550K | Hold |
|
|||||
|
2023
Q3 | $472K | Hold |
|
|||||
|
2023
Q2 | $450K | Hold |
|
|||||
|
2023
Q1 | $441K | Hold |
|
|||||
|
2022
Q4 | $474K | Hold |
|
|||||
|
2022
Q3 | $400K | Hold |
|
|||||
|
2022
Q2 | $475K | Hold |
|
|||||
|
2022
Q1 | $438K | Hold |
|
|||||
|
2021
Q4 | $450K | Sell |
|
|||||
|
2021
Q3 | $467K | Hold |
|
|||||
|
2021
Q2 | $493K | Hold |
|
|||||
|
2021
Q1 | $448K | Buy |
|
|||||
|
2020
Q4 | $398K | Sell |
|
|||||
|
2020
Q3 | $456K | Buy |
|
|||||
|
2020
Q2 | $452K | Buy |
|
|||||
|
2020
Q1 | $353K | Buy |
|
|||||
|
2019
Q4 | $426K | Sell |
|
|||||
|
2019
Q3 | $468K | Buy |
|
|||||
|
2019
Q2 | $436K | Sell |
|
|||||
|
2019
Q1 | $494K | Buy |
|
|||||
|
2018
Q4 | $358K | Sell |
|
|||||
|
2018
Q3 | $528K | Buy |
|
|||||
|
2018
Q2 | $487K | Buy |
|
|||||
|
2018
Q1 | $534K | Buy |
|
|||||
|
2017
Q4 | $533K | Buy |
|
|||||
|
2017
Q3 | $504K | Buy |
|
|||||
|
2017
Q2 | $525K | Buy |
|
|||||
|
2017
Q1 | $594K | Buy |
|
|||||
|
2016
Q4 | $549K | Buy |
|
|||||
|
2016
Q3 | $525K | Sell |
|
|||||
|
2016
Q2 | $606K | Buy |
|
|||||
|
2016
Q1 | $524K | Buy |
|
|||||
|
2015
Q4 | $458K | Sell |
|
|||||
|
2015
Q3 | $567K | Sell |
|
|||||
|
2015
Q2 | $969K | Buy |
|
|||||
|
2015
Q1 | $693K | Hold |
|
|||||
|
2014
Q4 | $693K | Hold |
|
|||||
|
2014
Q3 | $819K | Hold |
|
|||||
|
2014
Q2 | $783K | Sell |
|
|||||
|
2014
Q1 | $994K | Hold |
|
|||||
|
2013
Q4 | $968K | Sell |
|
|||||
|
2013
Q3 | $973K | Buy |
|
|||||
|
2013
Q2 | $976K | Buy |
|