Mitchell Sinkler & Starr’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Hold |
3,485
| – | – | 0.49% | 49 |
|
|
2025
Q1 | $867K | Sell |
3,485
-1,465
| -30% | -$364K | 0.24% | 69 |
|
|
2024
Q4 | $1.09M | Hold |
4,950
| – | – | 0.29% | 65 |
|
|
2024
Q3 | $1.09M | Hold |
4,950
| – | – | 0.28% | 68 |
|
|
2024
Q2 | $917K | Sell |
4,950
-3,860
| -44% | -$715K | 0.24% | 71 |
|
|
2024
Q1 | $1.68M | Sell |
8,810
-2,180
| -20% | -$416K | 0.42% | 57 |
|
|
2023
Q4 | $1.8M | Buy |
10,990
+5,677
| +107% | +$928K | 0.33% | 67 |
|
|
2023
Q3 | $745K | Buy |
5,313
+1,545
| +41% | +$217K | 0.23% | 66 |
|
|
2023
Q2 | $504K | Hold |
3,768
| – | – | 0.14% | 94 |
|
|
2023
Q1 | $494K | Sell |
3,768
-1,205
| -24% | -$158K | 0.15% | 90 |
|
|
2022
Q4 | $701K | Buy |
4,973
+2,317
| +87% | +$326K | 0.23% | 80 |
|
|
2022
Q3 | $316K | Buy |
2,656
+43
| +2% | +$5.12K | 0.12% | 93 |
|
|
2022
Q2 | $369K | Hold |
2,613
| – | – | 0.14% | 88 |
|
|
2022
Q1 | $340K | Buy |
+2,613
| New | +$340K | 0.11% | 99 |
|
|
2020
Q3 | – | Sell |
-2,806
| Closed | -$324K | – | 96 |
|
|
2020
Q2 | $324K | Hold |
2,806
| – | – | 0.37% | 71 |
|
|
2020
Q1 | $298K | Sell |
2,806
-68
| -2% | -$7.22K | 0.39% | 71 |
|
|
2019
Q4 | $368K | Sell |
2,874
-79
| -3% | -$10.1K | 0.39% | 71 |
|
|
2019
Q3 | $411K | Hold |
2,953
| – | – | 0.53% | 59 |
|
|
2019
Q2 | $389K | Sell |
2,953
-209
| -7% | -$27.5K | 0.44% | 66 |
|
|
2019
Q1 | $427K | Buy |
3,162
+377
| +14% | +$50.9K | 0.49% | 66 |
|
|
2018
Q4 | $303K | Hold |
2,785
| – | – | 0.37% | 75 |
|
|
2018
Q3 | $403K | Hold |
2,785
| – | – | 0.42% | 73 |
|
|
2018
Q2 | $372K | Hold |
2,785
| – | – | 0.41% | 75 |
|
|
2018
Q1 | $409K | Buy |
2,785
+1,213
| +77% | +$178K | 0.47% | 68 |
|
|
2017
Q4 | $231K | Sell |
1,572
-35
| -2% | -$5.14K | 0.34% | 75 |
|
|
2017
Q3 | $223K | Hold |
1,607
| – | – | 0.35% | 76 |
|
|
2017
Q2 | $236K | Hold |
1,607
| – | – | 0.39% | 74 |
|
|
2017
Q1 | $267K | Hold |
1,607
| – | – | 0.43% | 69 |
|
|
2016
Q4 | $255K | Buy |
1,607
+210
| +15% | +$33.3K | 0.36% | 70 |
|
|
2016
Q3 | $212K | Sell |
1,397
-189
| -12% | -$28.7K | 0.33% | 68 |
|
|
2016
Q2 | $230K | Buy |
1,586
+47
| +3% | +$6.82K | 0.31% | 78 |
|
|
2016
Q1 | $223K | Sell |
1,539
-339
| -18% | -$49.1K | 0.31% | 80 |
|
|
2015
Q4 | $247K | Sell |
1,878
-1
| -0.1% | -$132 | 0.34% | 80 |
|
|
2015
Q3 | $260K | Sell |
1,879
-157
| -8% | -$21.7K | 0.33% | 79 |
|
|
2015
Q2 | $317K | Hold |
2,036
| – | – | 0.37% | 72 |
|
|
2015
Q1 | $312K | Buy |
2,036
+276
| +16% | +$42.3K | 0.35% | 72 |
|
|
2014
Q4 | $270K | Sell |
1,760
-2,825
| -62% | -$433K | 0.3% | 78 |
|
|
2014
Q3 | $832K | Sell |
4,585
-200
| -4% | -$36.3K | 0.93% | 37 |
|
|
2014
Q2 | $829K | Sell |
4,785
-754
| -14% | -$131K | 0.89% | 39 |
|
|
2014
Q1 | $1.02M | Sell |
5,539
-209
| -4% | -$38.4K | 1.14% | 34 |
|
|
2013
Q4 | $1.03M | Sell |
5,748
-287
| -5% | -$51.5K | 1.16% | 35 |
|
|
2013
Q3 | $1.07M | Sell |
6,035
-20,159
| -77% | -$3.57M | 1.22% | 33 |
|
|
2013
Q2 | $4.79M | Buy |
+26,194
| New | +$4.79M | 1.05% | 28 |
|