Mendel Money Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.49M | Sell |
22,003
-2,037
| -8% | -$600K | 2.87% | 4 |
|
|
2025
Q1 | $5.98M | Sell |
24,040
-3,072
| -11% | -$764K | 2.83% | 4 |
|
|
2024
Q4 | $5.96M | Sell |
27,112
-1,993
| -7% | -$438K | 2.66% | 5 |
|
|
2024
Q3 | $6.43M | Sell |
29,105
-1,364
| -4% | -$302K | 2.78% | 4 |
|
|
2024
Q2 | $5.27M | Sell |
30,469
-710
| -2% | -$123K | 2.47% | 9 |
|
|
2024
Q1 | $5.95M | Sell |
31,179
-3,605
| -10% | -$688K | 2.75% | 5 |
|
|
2023
Q4 | $5.69M | Sell |
34,784
-319
| -0.9% | -$52.2K | 2.73% | 5 |
|
|
2023
Q3 | $4.92M | Buy |
35,103
+1,171
| +3% | +$164K | 2.64% | 10 |
|
|
2023
Q2 | $4.54M | Buy |
33,932
+555
| +2% | +$74.3K | 2.33% | 14 |
|
|
2023
Q1 | $4.38M | Buy |
33,377
+1,101
| +3% | +$144K | 2.36% | 15 |
|
|
2022
Q4 | $4.55M | Buy |
32,276
+1,308
| +4% | +$184K | 2.59% | 12 |
|
|
2022
Q3 | $3.68M | Buy |
30,968
+4,653
| +18% | +$553K | 2.29% | 15 |
|
|
2022
Q2 | $3.72M | Buy |
26,315
+2,865
| +12% | +$404K | 2.21% | 18 |
|
|
2022
Q1 | $3.05M | Buy |
23,450
+21,680
| +1,225% | +$2.82M | 1.49% | 26 |
|
|
2021
Q4 | $237K | Buy |
+1,770
| New | +$237K | 0.14% | 67 |
|
|
2014
Q4 | – | Sell |
-17,149
| Closed | -$3.11M | – | 52 |
|
|
2014
Q3 | $3.11M | Buy |
+17,149
| New | +$3.11M | 3.05% | 17 |
|