Mendota Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5K | Sell |
90
-19
| -17% | -$5.6K | 0.03% | 61 |
|
|
2025
Q1 | $27.1K | Buy |
109
+4
| +4% | +$995 | 0.03% | 58 |
|
|
2024
Q4 | $23.1K | Sell |
105
-2
| -2% | -$440 | 0.02% | 201 |
|
|
2024
Q3 | $23.7K | Buy |
107
+2
| +2% | +$442 | 0.01% | 212 |
|
|
2024
Q2 | $18.2K | Hold |
105
| – | – | 0.01% | 211 |
|
|
2024
Q1 | $20.1K | Hold |
105
| – | – | 0.01% | 217 |
|
|
2023
Q4 | $17.2K | Hold |
105
| – | – | 0.01% | 251 |
|
|
2023
Q3 | $14.7K | Hold |
105
| – | – | 0.02% | 181 |
|
|
2023
Q2 | $14.1K | Hold |
105
| – | – | 0.02% | 182 |
|
|
2023
Q1 | $13.7K | Hold |
105
| – | – | 0.01% | 213 |
|
|
2022
Q4 | $14.8K | Buy |
+105
| New | +$14.8K | 0.02% | 190 |
|