MA
MCF Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
1,797
-9
| -0.5% | -$2.65K | 0.04% | 144 |
|
|
2025
Q1 | $449K | Sell |
1,806
-49
| -3% | -$12.2K | 0.03% | 156 |
|
|
2024
Q4 | $408K | Sell |
1,855
-5
| -0.3% | -$1.1K | 0.03% | 161 |
|
|
2024
Q3 | $411K | Buy |
1,860
+15
| +0.8% | +$3.32K | 0.03% | 156 |
|
|
2024
Q2 | $319K | Buy |
1,845
+1
| +0.1% | +$173 | 0.02% | 177 |
|
|
2024
Q1 | $352K | Buy |
1,844
+8
| +0.4% | +$1.53K | 0.03% | 167 |
|
|
2023
Q4 | $300K | Buy |
1,836
+153
| +9% | +$25K | 0.02% | 185 |
|
|
2023
Q3 | $236K | Buy |
1,683
+526
| +45% | +$73.8K | 0.02% | 194 |
|
|
2023
Q2 | $155K | Buy |
1,157
+51
| +5% | +$6.83K | 0.01% | 242 |
|
|
2023
Q1 | $145K | Sell |
1,106
-692
| -38% | -$90.7K | 0.01% | 242 |
|
|
2022
Q4 | $253K | Sell |
1,798
-1,331
| -43% | -$188K | 0.03% | 185 |
|
|
2022
Q3 | $372K | Buy |
3,129
+21
| +0.7% | +$2.5K | 0.04% | 136 |
|
|
2022
Q2 | $439K | Buy |
3,108
+10
| +0.3% | +$1.41K | 0.05% | 112 |
|
|
2022
Q1 | $403K | Buy |
+3,098
| New | +$403K | 0.04% | 132 |
|
|
2021
Q4 | – | Sell |
-3,764
| Closed | -$523K | – | 331 |
|
|
2021
Q3 | $523K | Buy |
3,764
+110
| +3% | +$15.3K | 0.05% | 96 |
|
|
2021
Q2 | $536K | Buy |
3,654
+1,780
| +95% | +$261K | 0.06% | 87 |
|
|
2021
Q1 | $250K | Buy |
1,874
+774
| +70% | +$103K | 0.03% | 146 |
|
|
2020
Q4 | $138K | Sell |
1,100
-573
| -34% | -$71.8K | 0.02% | 171 |
|
|
2020
Q3 | $204K | Buy |
1,673
+209
| +14% | +$25.5K | 0.03% | 138 |
|
|
2020
Q2 | $177K | Buy |
1,464
+12
| +0.8% | +$1.39K | 0.02% | 145 |
|
|
2020
Q1 | $161K | Sell |
1,452
-643
| -31% | -$71.2K | 0.03% | 148 |
|
|
2019
Q4 | $281K | Sell |
2,095
-250
| -11% | -$33.6K | 0.04% | 124 |
|
|
2019
Q3 | $341K | Hold |
2,345
| – | – | 0.06% | 105 |
|
|
2019
Q2 | $323K | Sell |
2,345
-180
| -7% | -$24.8K | 0.05% | 110 |
|
|
2019
Q1 | $356K | Sell |
2,525
-182
| -7% | -$25.7K | 0.06% | 92 |
|
|
2018
Q4 | $308K | Buy |
2,707
+1,464
| +118% | +$167K | 0.06% | 99 |
|
|
2018
Q3 | $188K | Sell |
1,243
-375
| -23% | -$56.7K | 0.03% | 132 |
|
|
2018
Q2 | $226K | Sell |
1,618
-143
| -8% | -$20K | 0.04% | 115 |
|
|
2018
Q1 | $270K | Buy |
1,761
+104
| +6% | +$16K | 0.05% | 97 |
|
|
2017
Q4 | $254K | Sell |
1,657
-98
| -6% | -$15.1K | 0.05% | 97 |
|
|
2017
Q3 | $255K | Sell |
1,755
-433
| -20% | -$62.9K | 0.05% | 94 |
|
|
2017
Q2 | $337K | Sell |
2,188
-3
| -0.1% | -$442 | 0.07% | 70 |
|
|
2017
Q1 | $382K | Buy |
2,191
+337
| +18% | +$58.8K | 0.08% | 63 |
|
|
2016
Q4 | $308K | Buy |
1,854
+9
| +0.5% | +$1.43K | 0.07% | 70 |
|
|
2016
Q3 | $293K | Sell |
1,845
-1,120
| -38% | -$178K | 0.07% | 74 |
|
|
2016
Q2 | $450K | Buy |
2,965
+1,073
| +57% | +$163K | 0.11% | 65 |
|
|
2016
Q1 | $287K | Buy |
1,892
+669
| +55% | +$102K | 0.08% | 68 |
|
|
2015
Q4 | $168K | Sell |
1,223
-891
| -42% | -$122K | 0.05% | 99 |
|
|
2015
Q3 | $306K | Buy |
2,114
+476
| +29% | +$68.9K | 0.08% | 65 |
|
|
2015
Q2 | $266K | Sell |
1,638
-390
| -19% | -$63.4K | 0.07% | 71 |
|
|
2015
Q1 | $325K | Sell |
2,028
-170
| -8% | -$27.3K | 0.08% | 59 |
|
|
2014
Q4 | $353K | Buy |
2,198
+8
| +0.4% | +$1.23K | 0.1% | 54 |
|
|
2014
Q3 | $422K | Sell |
2,190
-1
| -0% | -$184 | 0.12% | 51 |
|
|
2014
Q2 | $422K | Sell |
2,191
-91
| -4% | -$17.5K | 0.13% | 50 |
|
|
2014
Q1 | $439K | Sell |
2,282
-92
| -4% | -$17.7K | 0.15% | 50 |
|
|
2013
Q4 | $457K | Buy |
2,374
+832
| +54% | +$160K | 0.16% | 45 |
|
|
2013
Q3 | $297K | Buy |
1,542
+916
| +146% | +$176K | 0.16% | 61 |
|
|
2013
Q2 | $120K | Buy |
+626
| New | +$120K | 0.07% | 109 |
|