MJP Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.18M | Buy |
7,404
+427
| +6% | +$126K | 0.32% | 33 |
|
2025
Q1 | $1.73M | Buy |
6,977
+504
| +8% | +$125K | 0.31% | 37 |
|
2024
Q4 | $1.42M | Sell |
6,473
-493
| -7% | -$108K | 0.26% | 46 |
|
2024
Q3 | $1.54M | Buy |
6,966
+147
| +2% | +$32.5K | 0.29% | 40 |
|
2024
Q2 | $1.18M | Sell |
6,819
-20
| -0.3% | -$3.46K | 0.25% | 46 |
|
2024
Q1 | $1.31M | Buy |
6,839
+300
| +5% | +$57.3K | 0.28% | 39 |
|
2023
Q4 | $1.07M | Buy |
6,539
+2,370
| +57% | +$388K | 0.29% | 35 |
|
2023
Q3 | $585K | Sell |
4,169
-568
| -12% | -$79.7K | 0.17% | 58 |
|
2023
Q2 | $634K | Sell |
4,737
-632
| -12% | -$84.6K | 0.21% | 51 |
|
2023
Q1 | $704K | Buy |
5,369
+12
| +0.2% | +$1.57K | 0.22% | 46 |
|
2022
Q4 | $755K | Buy |
5,357
+218
| +4% | +$30.7K | 0.22% | 48 |
|
2022
Q3 | $611K | Sell |
5,139
-9
| -0.2% | -$1.07K | 0.18% | 52 |
|
2022
Q2 | $727K | Buy |
5,148
+275
| +6% | +$38.8K | 0.2% | 51 |
|
2022
Q1 | $635K | Buy |
4,873
+991
| +26% | +$129K | 0.16% | 64 |
|
2021
Q4 | $528K | Sell |
3,882
-179
| -4% | -$24.3K | 0.16% | 73 |
|
2021
Q3 | $539K | Buy |
4,061
+30
| +0.7% | +$3.98K | 0.18% | 66 |
|
2021
Q2 | $565K | Buy |
4,031
+759
| +23% | +$106K | 0.19% | 62 |
|
2021
Q1 | $417K | Sell |
3,272
-19
| -0.6% | -$2.42K | 0.17% | 73 |
|
2020
Q4 | $396K | Buy |
+3,291
| New | +$396K | 0.17% | 75 |
|