McKinley Carter Wealth Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
908
-58
| -6% | -$17.1K | 0.01% | 269 |
|
|
2025
Q1 | $240K | Buy |
966
+21
| +2% | +$5.22K | 0.01% | 273 |
|
|
2024
Q4 | $208K | Buy |
+945
| New | +$208K | 0.01% | 286 |
|
|
2023
Q4 | – | Sell |
-2,092
| Closed | -$294K | – | 303 |
|
|
2023
Q3 | $294K | Buy |
2,092
+7
| +0.3% | +$982 | 0.02% | 247 |
|
|
2023
Q2 | $279K | Sell |
2,085
-63
| -3% | -$8.43K | 0.02% | 254 |
|
|
2023
Q1 | $282K | Buy |
2,148
+17
| +0.8% | +$2.23K | 0.02% | 254 |
|
|
2022
Q4 | $300K | Buy |
2,131
+112
| +6% | +$15.8K | 0.03% | 241 |
|
|
2022
Q3 | $240K | Hold |
2,019
| – | – | 0.02% | 255 |
|
|
2022
Q2 | $285K | Buy |
+2,019
| New | +$285K | 0.03% | 250 |
|
|
2022
Q1 | – | Sell |
-2,204
| Closed | -$295K | – | 295 |
|
|
2021
Q4 | $295K | Sell |
2,204
-101
| -4% | -$13.5K | 0.02% | 241 |
|
|
2021
Q3 | $306K | Sell |
2,305
-314
| -12% | -$41.7K | 0.03% | 239 |
|
|
2021
Q2 | $367K | Sell |
2,619
-26
| -1% | -$3.64K | 0.03% | 222 |
|
|
2021
Q1 | $337K | Buy |
2,645
+104
| +4% | +$13.3K | 0.03% | 230 |
|
|
2020
Q4 | $306K | Buy |
+2,541
| New | +$306K | 0.04% | 214 |
|
|
2020
Q1 | – | Sell |
-3,315
| Closed | -$425K | – | 150 |
|
|
2019
Q4 | $425K | Sell |
3,315
-81
| -2% | -$10.4K | 0.1% | 118 |
|
|
2019
Q3 | $472K | Sell |
3,396
-409
| -11% | -$56.8K | 0.12% | 110 |
|
|
2019
Q2 | $502K | Sell |
3,805
-77
| -2% | -$10.2K | 0.14% | 105 |
|
|
2019
Q1 | $524K | Sell |
3,882
-103
| -3% | -$13.9K | 0.15% | 102 |
|
|
2018
Q4 | $433K | Sell |
3,985
-2,236
| -36% | -$243K | 0.14% | 105 |
|
|
2018
Q3 | $899K | Buy |
6,221
+83
| +1% | +$12K | 0.27% | 73 |
|
|
2018
Q2 | $820K | Buy |
6,138
+579
| +10% | +$77.4K | 0.26% | 75 |
|
|
2018
Q1 | $815K | Buy |
5,559
+230
| +4% | +$33.7K | 0.27% | 73 |
|
|
2017
Q4 | $782K | Buy |
5,329
+583
| +12% | +$85.6K | 0.27% | 74 |
|
|
2017
Q3 | $658K | Buy |
4,746
+173
| +4% | +$24K | 0.25% | 76 |
|
|
2017
Q2 | $673K | Buy |
4,573
+273
| +6% | +$40.2K | 0.3% | 65 |
|
|
2017
Q1 | $716K | Buy |
4,300
+2
| +0% | +$333 | 0.33% | 66 |
|
|
2016
Q4 | $682K | Buy |
4,298
+1
| +0% | +$159 | 0.34% | 66 |
|
|
2016
Q3 | $653K | Sell |
4,297
-144
| -3% | -$21.9K | 0.34% | 67 |
|
|
2016
Q2 | $644K | Buy |
4,441
+1
| +0% | +$145 | 0.34% | 65 |
|
|
2016
Q1 | $643K | Sell |
4,440
-44
| -1% | -$6.37K | 0.36% | 70 |
|
|
2015
Q4 | $590K | Buy |
4,484
+623
| +16% | +$82K | 0.34% | 66 |
|
|
2015
Q3 | $535K | Sell |
3,861
-808
| -17% | -$112K | 0.33% | 64 |
|
|
2015
Q2 | $726K | Buy |
4,669
+477
| +11% | +$74.2K | 0.39% | 68 |
|
|
2015
Q1 | $643K | Buy |
4,192
+1
| +0% | +$153 | 0.41% | 61 |
|
|
2014
Q4 | $643K | Buy |
4,191
+3,030
| +261% | +$465K | 0.5% | 52 |
|
|
2014
Q3 | $211K | Sell |
1,161
-622
| -35% | -$113K | 0.2% | 89 |
|
|
2014
Q2 | $309K | Hold |
1,783
| – | – | 0.33% | 62 |
|
|
2014
Q1 | $328K | Sell |
1,783
-754
| -30% | -$139K | 0.36% | 65 |
|
|
2013
Q4 | $455K | Sell |
2,537
-513
| -17% | -$92K | 0.44% | 62 |
|
|
2013
Q3 | $540K | Buy |
3,050
+511
| +20% | +$90.5K | 0.64% | 38 |
|
|
2013
Q2 | $464K | Buy |
+2,539
| New | +$464K | 0.7% | 36 |
|