Montag & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Sell |
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|
2025
Q1 | $4.58M | Sell |
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|
2024
Q4 | $4.06M | Buy |
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|
2024
Q3 | $4.06M | Sell |
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|
2024
Q2 | $3.18M | Buy |
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|
2024
Q1 | $3.49M | Hold |
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|
2023
Q4 | $2.99M | Buy |
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|
2023
Q3 | $2.54M | Sell |
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|
2023
Q2 | $2.79M | Hold |
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|
2023
Q1 | $2.73M | Hold |
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|
2022
Q4 | $2.94M | Buy |
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|
2022
Q3 | $2.47M | Buy |
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|
2022
Q2 | $2.88M | Hold |
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|
2022
Q1 | $2.65M | Buy |
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|
2021
Q4 | $2.61M | Sell |
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|
2021
Q3 | $3.14M | Sell |
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|
2021
Q2 | $4.24M | Buy |
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|
2021
Q1 | $3.76M | Sell |
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|
2020
Q4 | $3.83M | Buy |
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|
2020
Q3 | $3.48M | Sell |
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|
2020
Q2 | $3.48M | Buy |
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|
2020
Q1 | $3.2M | Buy |
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|
2019
Q4 | $3.51M | Sell |
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|
2019
Q3 | $4.04M | Sell |
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|
2019
Q2 | $3.93M | Sell |
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|
2019
Q1 | $4.92M | Sell |
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|
2018
Q4 | $4.1M | Sell |
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|
2018
Q3 | $5.62M | Buy |
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|
2018
Q2 | $5.14M | Hold |
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|
2018
Q1 | $5.65M | Sell |
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|
2017
Q4 | $5.7M | Sell |
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|
2017
Q3 | $6.03M | Sell |
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|
2017
Q2 | $6.49M | Sell |
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|
2017
Q1 | $7.49M | Sell |
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|
2016
Q4 | $7.3M | Sell |
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|
2016
Q3 | $7M | Buy |
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|
2016
Q2 | $6.65M | Buy |
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|
2016
Q1 | $6.55M | Buy |
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|
2015
Q4 | $5.89M | Sell |
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|
2015
Q3 | $6.25M | Sell |
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|
2015
Q2 | $7.19M | Sell |
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|
2015
Q1 | $7.16M | Sell |
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|
2014
Q4 | $7.24M | Buy |
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|
2014
Q3 | $8.55M | Sell |
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|
2014
Q2 | $8.5M | Sell |
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|
2014
Q1 | $10M | Buy |
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|
2013
Q4 | $8.23M | Sell |
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|
2013
Q3 | $9.25M | Buy |
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|
2013
Q2 | $9.4M | Buy |
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