Mill Creek Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $613K | Sell |
2,078
-14
| -0.7% | -$4.13K | 0.01% | 143 |
|
2025
Q1 | $520K | Buy |
2,092
+14
| +0.7% | +$3.48K | 0.01% | 152 |
|
2024
Q4 | $457K | Buy |
2,078
+923
| +80% | +$203K | 0.01% | 172 |
|
2024
Q3 | $255K | Sell |
1,155
-10
| -0.9% | -$2.21K | 0.01% | 216 |
|
2024
Q2 | $201K | Buy |
1,165
+57
| +5% | +$9.86K | 0.01% | 250 |
|
2024
Q1 | $212K | Sell |
1,108
-196
| -15% | -$37.4K | 0.01% | 223 |
|
2023
Q4 | $213K | Sell |
1,304
-220
| -14% | -$36K | 0.01% | 225 |
|
2023
Q3 | $214K | Sell |
1,524
-276
| -15% | -$38.7K | 0.01% | 206 |
|
2023
Q2 | $241K | Buy |
+1,800
| New | +$241K | 0.01% | 210 |
|