Monarch Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Hold |
851
| – | – | 0.07% | 110 |
|
|
2025
Q1 | $212K | Buy |
+851
| New | +$212K | 0.06% | 114 |
|
|
2022
Q3 | – | Sell |
-1,422
| Closed | -$201K | – | 118 |
|
|
2022
Q2 | $201K | Buy |
+1,422
| New | +$201K | 0.06% | 119 |
|
|
2017
Q2 | – | Sell |
-1,340
| Closed | -$223K | – | 95 |
|
|
2017
Q1 | $223K | Hold |
1,340
| – | – | 0.08% | 91 |
|
|
2016
Q4 | $213K | Hold |
1,340
| – | – | 0.08% | 93 |
|
|
2016
Q3 | $203K | Sell |
1,340
-2,979
| -69% | -$451K | 0.08% | 96 |
|
|
2016
Q2 | $627K | Hold |
4,319
| – | – | 0.23% | 68 |
|
|
2016
Q1 | $625K | Buy |
4,319
+209
| +5% | +$30.2K | 0.23% | 72 |
|
|
2015
Q4 | $541K | Hold |
4,110
| – | – | 0.21% | 70 |
|
|
2015
Q3 | $570K | Hold |
4,110
| – | – | 0.23% | 67 |
|
|
2015
Q2 | $639K | Hold |
4,110
| – | – | 0.24% | 69 |
|
|
2015
Q1 | $631K | Hold |
4,110
| – | – | 0.24% | 69 |
|
|
2014
Q4 | $630K | Hold |
4,110
| – | – | 0.24% | 68 |
|
|
2014
Q3 | $746K | Buy |
4,110
+111
| +3% | +$20.1K | 0.3% | 65 |
|
|
2014
Q2 | $693K | Hold |
3,999
| – | – | 0.27% | 65 |
|
|
2014
Q1 | $736K | Hold |
3,999
| – | – | 0.29% | 64 |
|
|
2013
Q4 | $717K | Hold |
3,999
| – | – | 0.28% | 61 |
|
|
2013
Q3 | $708K | Hold |
3,999
| – | – | 0.3% | 60 |
|
|
2013
Q2 | $731K | Buy |
+3,999
| New | +$731K | 0.31% | 61 |
|