MCM
Mendel Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
9,553
-142
| -1% | -$41.9K | 1.61% | 11 |
|
|
2025
Q1 | $2.41M | Buy |
9,695
+11
| +0.1% | +$2.74K | 1.46% | 11 |
|
|
2024
Q4 | $2.13M | Buy |
9,684
+83
| +0.9% | +$18.2K | 1.29% | 13 |
|
|
2024
Q3 | $2.12M | Sell |
9,601
-174
| -2% | -$38.5K | 1.3% | 13 |
|
|
2024
Q2 | $1.69M | Sell |
9,775
-75
| -0.8% | -$13K | 1.09% | 16 |
|
|
2024
Q1 | $1.88M | Buy |
9,850
+16
| +0.2% | +$3.06K | 1.25% | 12 |
|
|
2023
Q4 | $1.61M | Buy |
9,834
+40
| +0.4% | +$6.54K | 1.16% | 15 |
|
|
2023
Q3 | $1.37M | Buy |
9,794
+8
| +0.1% | +$1.12K | 1.13% | 18 |
|
|
2023
Q2 | $1.31M | Buy |
9,786
+65
| +0.7% | +$8.7K | 1.05% | 20 |
|
|
2023
Q1 | $1.27M | Buy |
9,721
+459
| +5% | +$60.2K | 1.15% | 15 |
|
|
2022
Q4 | $1.3M | Buy |
9,262
+54
| +0.6% | +$7.61K | 1.36% | 14 |
|
|
2022
Q3 | $1.09M | Buy |
9,208
+559
| +6% | +$66.4K | 1.28% | 16 |
|
|
2022
Q2 | $1.22M | Sell |
8,649
-64
| -0.7% | -$9.04K | 1.37% | 15 |
|
|
2022
Q1 | $1.13M | Buy |
8,713
+648
| +8% | +$84.3K | 1.07% | 17 |
|
|
2021
Q4 | $1.08M | Buy |
+8,065
| New | +$1.08M | 0.99% | 19 |
|