MP
McDonald Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Sell |
17,828
-203
| -1% | -$60K | 1.26% | 15 |
|
|
2025
Q1 | $4.5M | Sell |
18,031
-695
| -4% | -$173K | 1.17% | 17 |
|
|
2024
Q4 | $4.12M | Buy |
18,726
+329
| +2% | +$72.3K | 1.05% | 22 |
|
|
2024
Q3 | $4.07M | Buy |
18,397
+215
| +1% | +$47.5K | 1.02% | 27 |
|
|
2024
Q2 | $3.14M | Buy |
18,182
+111
| +0.6% | +$19.2K | 0.84% | 32 |
|
|
2024
Q1 | $3.45M | Sell |
18,071
-3,459
| -16% | -$661K | 0.95% | 29 |
|
|
2023
Q4 | $3.52M | Buy |
21,530
+1,396
| +7% | +$228K | 1.05% | 22 |
|
|
2023
Q3 | $2.82M | Buy |
20,134
+1,002
| +5% | +$141K | 0.92% | 30 |
|
|
2023
Q2 | $2.56M | Buy |
19,132
+341
| +2% | +$45.6K | 0.78% | 36 |
|
|
2023
Q1 | $2.46M | Buy |
18,791
+529
| +3% | +$69.3K | 0.8% | 35 |
|
|
2022
Q4 | $2.57M | Sell |
18,262
-142
| -0.8% | -$20K | 0.88% | 32 |
|
|
2022
Q3 | $2.19M | Sell |
18,404
-4,994
| -21% | -$593K | 0.83% | 33 |
|
|
2022
Q2 | $3.3M | Buy |
23,398
+2,321
| +11% | +$328K | 0.84% | 26 |
|
|
2022
Q1 | $2.74M | Buy |
+21,077
| New | +$2.74M | 0.6% | 43 |
|
|
2021
Q4 | – | Sell |
-12,849
| Closed | -$1.79M | – | 625 |
|
|
2021
Q3 | $1.79M | Sell |
12,849
-1,938
| -13% | -$269K | 0.42% | 68 |
|
|
2021
Q2 | $2.17M | Buy |
14,787
+1,179
| +9% | +$173K | 0.51% | 51 |
|
|
2021
Q1 | $1.81M | Sell |
13,608
-902
| -6% | -$120K | 0.47% | 63 |
|
|
2020
Q4 | $1.83M | Buy |
+14,510
| New | +$1.83M | 0.51% | 58 |
|