MCP
Mirador Capital Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
4,539
+122
| +3% | +$36K | 0.22% | 78 |
|
|
2025
Q1 | $1.1M | Sell |
4,417
-11
| -0.2% | -$2.74K | 0.19% | 88 |
|
|
2024
Q4 | $973K | Buy |
4,428
+275
| +7% | +$60.5K | 0.18% | 88 |
|
|
2024
Q3 | $918K | Sell |
4,153
-1,358
| -25% | -$300K | 0.17% | 92 |
|
|
2024
Q2 | $953K | Sell |
5,511
-709
| -11% | -$123K | 0.18% | 77 |
|
|
2024
Q1 | $1.19M | Buy |
6,220
+891
| +17% | +$170K | 0.23% | 74 |
|
|
2023
Q4 | $872K | Buy |
5,329
+235
| +5% | +$38.4K | 0.18% | 87 |
|
|
2023
Q3 | $715K | Buy |
5,094
+75
| +1% | +$10.5K | 0.16% | 97 |
|
|
2023
Q2 | $672K | Sell |
5,019
-268
| -5% | -$35.9K | 0.16% | 103 |
|
|
2023
Q1 | $693K | Buy |
5,287
+3,534
| +202% | +$463K | 0.16% | 90 |
|
|
2022
Q4 | $247K | Hold |
1,753
| – | – | 0.06% | 166 |
|
|
2022
Q3 | $208K | Hold |
1,753
| – | – | 0.05% | 180 |
|
|
2022
Q2 | $248K | Buy |
1,753
+15
| +0.9% | +$2.12K | 0.06% | 167 |
|
|
2022
Q1 | $226K | Buy |
1,738
+150
| +9% | +$19.5K | 0.05% | 188 |
|
|
2021
Q4 | $212K | Hold |
1,588
| – | – | 0.04% | 203 |
|
|
2021
Q3 | $221K | Hold |
1,588
| – | – | 0.05% | 190 |
|
|
2021
Q2 | $233K | Sell |
1,588
-39
| -2% | -$5.72K | 0.05% | 185 |
|
|
2021
Q1 | $217K | Sell |
1,627
-91
| -5% | -$12.1K | 0.06% | 174 |
|
|
2020
Q4 | $216K | Buy |
+1,718
| New | +$216K | 0.06% | 166 |
|
|
2020
Q1 | – | Sell |
-2,363
| Closed | -$317K | – | 148 |
|
|
2019
Q4 | $317K | Sell |
2,363
-72
| -3% | -$9.66K | 0.13% | 135 |
|
|
2019
Q3 | $354K | Buy |
2,435
+164
| +7% | +$23.8K | 0.16% | 126 |
|
|
2019
Q2 | $313K | Buy |
2,271
+32
| +1% | +$4.41K | 0.15% | 111 |
|
|
2019
Q1 | $316K | Buy |
2,239
+91
| +4% | +$12.8K | 0.17% | 106 |
|
|
2018
Q4 | $244K | Sell |
2,148
-843
| -28% | -$95.8K | 0.15% | 118 |
|
|
2018
Q3 | $452K | Buy |
2,991
+50
| +2% | +$7.56K | 0.22% | 93 |
|
|
2018
Q2 | $411K | Sell |
2,941
-50
| -2% | -$6.99K | 0.22% | 90 |
|
|
2018
Q1 | $434K | Hold |
2,991
| – | – | 0.3% | 67 |
|
|
2017
Q4 | $459K | Buy |
2,991
+35
| +1% | +$5.37K | 0.25% | 79 |
|
|
2017
Q3 | $434K | Buy |
2,956
+15
| +0.5% | +$2.2K | 0.25% | 81 |
|
|
2017
Q2 | $427K | Hold |
2,941
| – | – | 0.26% | 81 |
|
|
2017
Q1 | $512K | Buy |
2,941
+1,134
| +63% | +$197K | 0.37% | 75 |
|
|
2016
Q4 | $300K | Sell |
1,807
-6
| -0.3% | -$996 | 0.24% | 96 |
|
|
2016
Q3 | $288K | Hold |
1,813
| – | – | 0.25% | 80 |
|
|
2016
Q2 | $291K | Buy |
1,813
+299
| +20% | +$48K | 0.29% | 81 |
|
|
2016
Q1 | $229K | Buy |
+1,514
| New | +$229K | 0.25% | 86 |
|