McKinley Carter Wealth Services’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 | $277K | Buy |
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|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $240K | Buy |
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|
2024
Q4 | $208K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $300K | Buy |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $295K | Sell |
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $367K | Sell |
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|
2021
Q1 | $337K | Buy |
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|
2020
Q4 | $306K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $425K | Sell |
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|
2019
Q3 | $472K | Sell |
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|
2019
Q2 | $502K | Sell |
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|
2019
Q1 | $524K | Sell |
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|
2018
Q4 | $433K | Sell |
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|
2018
Q3 | $899K | Buy |
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|
2018
Q2 | $820K | Buy |
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|
2018
Q1 | $815K | Buy |
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|
2017
Q4 | $782K | Buy |
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|
2017
Q3 | $658K | Buy |
|
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|
2017
Q2 | $673K | Buy |
|
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|
2017
Q1 | $716K | Buy |
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|
2016
Q4 | $682K | Buy |
|
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|
2016
Q3 | $653K | Sell |
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|
2016
Q2 | $644K | Buy |
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|
2016
Q1 | $643K | Sell |
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|
2015
Q4 | $590K | Buy |
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|
2015
Q3 | $535K | Sell |
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|
2015
Q2 | $726K | Buy |
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|
2015
Q1 | $643K | Buy |
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|
2014
Q4 | $643K | Buy |
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|
2014
Q3 | $211K | Sell |
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|
2014
Q2 | $309K | Hold |
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|
2014
Q1 | $328K | Sell |
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|
2013
Q4 | $455K | Sell |
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|
2013
Q3 | $540K | Buy |
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|
2013
Q2 | $464K | Buy |
|