Mill Capital 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 | $1.21M | Hold |
4,116
| – | – | 0.1% | 72 |
|
|
2025
Q1 | $1.02M | Sell |
4,116
-349
| -8% | -$86.8K | 0.08% | 75 |
|
|
2024
Q4 | $982K | Hold |
4,465
| – | – | 0.08% | 75 |
|
|
2024
Q3 | $987K | Hold |
4,465
| – | – | 0.08% | 75 |
|
|
2024
Q2 | $772K | Sell |
4,465
-1,000
| -18% | -$173K | 0.06% | 82 |
|
|
2024
Q1 | $1.04M | Hold |
5,465
| – | – | 0.09% | 76 |
|
|
2023
Q4 | $894K | Hold |
5,465
| – | – | 0.08% | 81 |
|
|
2023
Q3 | $767K | Sell |
5,465
-1,733
| -24% | -$243K | 0.08% | 83 |
|
|
2023
Q2 | $963K | Hold |
7,198
| – | – | 0.09% | 79 |
|
|
2023
Q1 | $944K | Hold |
7,198
| – | – | 0.1% | 80 |
|
|
2022
Q4 | $1.01M | Hold |
7,198
| – | – | 0.11% | 73 |
|
|
2022
Q3 | $855K | Buy |
7,198
+400
| +6% | +$47.5K | 0.1% | 76 |
|
|
2022
Q2 | $960K | Sell |
6,798
-422
| -6% | -$59.6K | 0.11% | 76 |
|
|
2022
Q1 | $939K | Sell |
7,220
-778
| -10% | -$101K | 0.09% | 83 |
|
|
2021
Q4 | $1.07M | Buy |
+7,998
| New | +$1.07M | 0.11% | 65 |
|