Missouri Trust & Investment Company’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
4,457
+115
| +3% | +$33.9K | 0.43% | 54 |
|
|
2025
Q1 | $1.08M | Buy |
4,342
+130
| +3% | +$32.3K | 0.38% | 59 |
|
|
2024
Q4 | $926K | Hold |
4,212
| – | – | 0.33% | 63 |
|
|
2024
Q3 | $931K | Sell |
4,212
-83
| -2% | -$18.4K | 0.33% | 62 |
|
|
2024
Q2 | $743K | Buy |
4,295
+300
| +8% | +$51.9K | 0.28% | 72 |
|
|
2024
Q1 | $763K | Buy |
3,995
+400
| +11% | +$76.4K | 0.29% | 73 |
|
|
2023
Q4 | $588K | Buy |
3,595
+23
| +0.6% | +$3.76K | 0.24% | 81 |
|
|
2023
Q3 | $501K | Hold |
3,572
| – | – | 0.23% | 81 |
|
|
2023
Q2 | $478K | Buy |
3,572
+50
| +1% | +$6.69K | 0.27% | 82 |
|
|
2023
Q1 | $462K | Buy |
3,522
+250
| +8% | +$32.8K | 0.3% | 77 |
|
|
2022
Q4 | $461K | Buy |
3,272
+64
| +2% | +$9.02K | 0.28% | 77 |
|
|
2022
Q3 | $381K | Buy |
3,208
+100
| +3% | +$11.9K | 0.25% | 76 |
|
|
2022
Q2 | $439K | Hold |
3,108
| – | – | 0.29% | 76 |
|
|
2022
Q1 | $404K | Hold |
3,108
| – | – | 0.24% | 83 |
|
|
2021
Q4 | $415K | Buy |
+3,108
| New | +$415K | 0.24% | 83 |
|