MIM
Miller Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Hold |
1,822
| – | – | 0.06% | 79 |
|
|
2025
Q1 | $453K | Hold |
1,822
| – | – | 0.05% | 80 |
|
|
2024
Q4 | $401K | Hold |
1,822
| – | – | 0.04% | 84 |
|
|
2024
Q3 | $403K | Hold |
1,822
| – | – | 0.04% | 86 |
|
|
2024
Q2 | $315K | Hold |
1,822
| – | – | 0.04% | 90 |
|
|
2024
Q1 | $348K | Hold |
1,822
| – | – | 0.04% | 89 |
|
|
2023
Q4 | $298K | Hold |
1,822
| – | – | 0.04% | 90 |
|
|
2023
Q3 | $256K | Hold |
1,822
| – | – | 0.04% | 86 |
|
|
2023
Q2 | $244K | Hold |
1,822
| – | – | 0.04% | 89 |
|
|
2023
Q1 | $239K | Hold |
1,822
| – | – | 0.04% | 89 |
|
|
2022
Q4 | $257K | Hold |
1,822
| – | – | 0.04% | 87 |
|
|
2022
Q3 | $216K | Hold |
1,822
| – | – | 0.05% | 88 |
|
|
2022
Q2 | $257K | Hold |
1,822
| – | – | 0.05% | 82 |
|
|
2022
Q1 | $237K | Hold |
1,822
| – | – | 0.04% | 91 |
|
|
2021
Q4 | $244K | Hold |
1,822
| – | – | 0.03% | 93 |
|
|
2021
Q3 | $253K | Sell |
1,822
-396
| -18% | -$55K | 0.04% | 82 |
|
|
2021
Q2 | $325K | Hold |
2,218
| – | – | 0.06% | 68 |
|
|
2021
Q1 | $296K | Hold |
2,218
| – | – | 0.05% | 67 |
|
|
2020
Q4 | $279K | Hold |
2,218
| – | – | 0.05% | 67 |
|
|
2020
Q3 | $270K | Hold |
2,218
| – | – | 0.07% | 62 |
|
|
2020
Q2 | $268K | Hold |
2,218
| – | – | 0.08% | 59 |
|
|
2020
Q1 | $246K | Hold |
2,218
| – | – | 0.08% | 61 |
|
|
2019
Q4 | $297K | Hold |
2,218
| – | – | 0.07% | 64 |
|
|
2019
Q3 | $323K | Hold |
2,218
| – | – | 0.07% | 62 |
|
|
2019
Q2 | $306K | Hold |
2,218
| – | – | 0.07% | 62 |
|
|
2019
Q1 | $313K | Hold |
2,218
| – | – | 0.08% | 64 |
|
|
2018
Q4 | $252K | Hold |
2,218
| – | – | 0.07% | 66 |
|
|
2018
Q3 | $335K | Hold |
2,218
| – | – | 0.1% | 66 |
|
|
2018
Q2 | $310K | Hold |
2,218
| – | – | 0.09% | 71 |
|
|
2018
Q1 | $340K | Hold |
2,218
| – | – | 0.11% | 65 |
|
|
2017
Q4 | $340K | Hold |
2,218
| – | – | 0.1% | 64 |
|
|
2017
Q3 | $322K | Hold |
2,218
| – | – | 0.1% | 64 |
|
|
2017
Q2 | $341K | Hold |
2,218
| – | – | 0.12% | 60 |
|
|
2017
Q1 | $386K | Hold |
2,218
| – | – | 0.14% | 57 |
|
|
2016
Q4 | $368K | Hold |
2,218
| – | – | 0.12% | 58 |
|
|
2016
Q3 | $352K | Sell |
2,218
-32
| -1% | -$5.08K | 0.13% | 58 |
|
|
2016
Q2 | $342K | Hold |
2,250
| – | – | 0.13% | 57 |
|
|
2016
Q1 | $341K | Hold |
2,250
| – | – | 0.15% | 52 |
|
|
2015
Q4 | $310K | Sell |
2,250
-50
| -2% | -$6.89K | 0.12% | 54 |
|
|
2015
Q3 | $333K | Hold |
2,300
| – | – | 0.13% | 53 |
|
|
2015
Q2 | $374K | Hold |
2,300
| – | – | 0.14% | 54 |
|
|
2015
Q1 | $369K | Sell |
2,300
-15
| -0.6% | -$2.41K | 0.13% | 56 |
|
|
2014
Q4 | $371K | Buy |
2,315
+15
| +0.7% | +$2.4K | 0.14% | 52 |
|
|
2014
Q3 | $437K | Hold |
2,300
| – | – | 0.21% | 48 |
|
|
2014
Q2 | $417K | Hold |
2,300
| – | – | 0.19% | 52 |
|
|
2014
Q1 | $443K | Sell |
2,300
-7,365
| -76% | -$1.42M | 0.25% | 50 |
|
|
2013
Q4 | $1.81M | Hold |
9,665
| – | – | 1.01% | 30 |
|
|
2013
Q3 | $1.79M | Sell |
9,665
-125
| -1% | -$23.2K | 1.07% | 23 |
|
|
2013
Q2 | $1.87M | Buy |
+9,790
| New | +$1.87M | 1.33% | 12 |
|