Meridian Investment Counsel’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
8,858
+100
| +1% | +$29.5K | 0.71% | 40 |
|
|
2025
Q1 | $2.18M | Hold |
8,758
| – | – | 0.64% | 47 |
|
|
2024
Q4 | $1.93M | Sell |
8,758
-1,000
| -10% | -$220K | 0.57% | 52 |
|
|
2024
Q3 | $2.16M | Sell |
9,758
-600
| -6% | -$133K | 0.65% | 44 |
|
|
2024
Q2 | $1.79M | Sell |
10,358
-80
| -0.8% | -$13.8K | 0.57% | 53 |
|
|
2024
Q1 | $1.99M | Sell |
10,438
-75
| -0.7% | -$14.3K | 0.66% | 46 |
|
|
2023
Q4 | $1.72M | Hold |
10,513
| – | – | 0.59% | 53 |
|
|
2023
Q3 | $1.47M | Sell |
10,513
-150
| -1% | -$21K | 0.55% | 56 |
|
|
2023
Q2 | $1.43M | Sell |
10,663
-341
| -3% | -$45.6K | 0.51% | 56 |
|
|
2023
Q1 | $1.44M | Hold |
11,004
| – | – | 0.55% | 54 |
|
|
2022
Q4 | $1.55M | Hold |
11,004
| – | – | 0.62% | 49 |
|
|
2022
Q3 | $1.31M | Sell |
11,004
-100
| -0.9% | -$11.9K | 0.58% | 51 |
|
|
2022
Q2 | $1.57M | Sell |
11,104
-500
| -4% | -$70.6K | 0.64% | 45 |
|
|
2022
Q1 | $1.51M | Hold |
11,604
| – | – | 0.52% | 57 |
|
|
2021
Q4 | $1.55M | Sell |
11,604
-743
| -6% | -$99.3K | 0.52% | 53 |
|
|
2021
Q3 | $1.64M | Hold |
12,347
| – | – | 0.59% | 46 |
|
|
2021
Q2 | $1.73M | Hold |
12,347
| – | – | 0.61% | 44 |
|
|
2021
Q1 | $1.57M | Sell |
12,347
-42
| -0.3% | -$5.35K | 0.61% | 45 |
|
|
2020
Q4 | $1.49M | Buy |
12,389
+52
| +0.4% | +$6.26K | 0.63% | 42 |
|
|
2020
Q3 | $1.44M | Hold |
12,337
| – | – | 0.7% | 39 |
|
|
2020
Q2 | $1.42M | Buy |
12,337
+785
| +7% | +$90.6K | 0.73% | 42 |
|
|
2020
Q1 | $1.23M | Buy |
11,552
+2,291
| +25% | +$243K | 0.8% | 41 |
|
|
2019
Q4 | $1.19M | Buy |
9,261
+1,661
| +22% | +$213K | 0.59% | 49 |
|
|
2019
Q3 | $1.06M | Hold |
7,600
| – | – | 0.58% | 55 |
|
|
2019
Q2 | $1M | Hold |
7,600
| – | – | 0.55% | 54 |
|
|
2019
Q1 | $1.03M | Sell |
7,600
-157
| -2% | -$21.2K | 0.6% | 52 |
|
|
2018
Q4 | $843K | Hold |
7,757
| – | – | 0.55% | 57 |
|
|
2018
Q3 | $1.12M | Hold |
7,757
| – | – | 0.61% | 50 |
|
|
2018
Q2 | $1.04M | Sell |
7,757
-120
| -2% | -$16K | 0.59% | 53 |
|
|
2018
Q1 | $1.16M | Sell |
7,877
-40
| -0.5% | -$5.87K | 0.65% | 47 |
|
|
2017
Q4 | $1.16M | Buy |
7,917
+118
| +2% | +$17.3K | 0.63% | 52 |
|
|
2017
Q3 | $1.08M | Sell |
7,799
-52
| -0.7% | -$7.21K | 0.63% | 50 |
|
|
2017
Q2 | $1.16M | Sell |
7,851
-100
| -1% | -$14.7K | 0.69% | 48 |
|
|
2017
Q1 | $1.32M | Hold |
7,951
| – | – | 0.81% | 40 |
|
|
2016
Q4 | $1.26M | Sell |
7,951
-195
| -2% | -$31K | 0.84% | 40 |
|
|
2016
Q3 | $1.24M | Buy |
8,146
+54
| +0.7% | +$8.2K | 0.83% | 43 |
|
|
2016
Q2 | $1.17M | Hold |
8,092
| – | – | 0.8% | 40 |
|
|
2016
Q1 | $1.17M | Hold |
8,092
| – | – | 0.82% | 39 |
|
|
2015
Q4 | $1.07M | Hold |
8,092
| – | – | 0.78% | 43 |
|
|
2015
Q3 | $1.12M | Sell |
8,092
-157
| -2% | -$21.8K | 0.92% | 34 |
|
|
2015
Q2 | $1.28M | Sell |
8,249
-26
| -0.3% | -$4.04K | 0.92% | 38 |
|
|
2015
Q1 | $1.27M | Buy |
8,275
+418
| +5% | +$64.2K | 0.88% | 41 |
|
|
2014
Q4 | $1.21M | Buy |
7,857
+157
| +2% | +$24.1K | 0.87% | 40 |
|
|
2014
Q3 | $1.4M | Buy |
7,700
+168
| +2% | +$30.5K | 1.04% | 32 |
|
|
2014
Q2 | $1.31M | Sell |
7,532
-18
| -0.2% | -$3.12K | 1.01% | 29 |
|
|
2014
Q1 | $1.39M | Sell |
7,550
-1,124
| -13% | -$207K | 1.18% | 24 |
|
|
2013
Q4 | $1.56M | Buy |
+8,674
| New | +$1.56M | 1.32% | 21 |
|