Montag & Caldwell’s IBM IBM Stock Holding History

Montag & Caldwell’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$79.6K	Hold
2025 Q1	$67.1K	Hold
2024 Q4	$59.4K	Buy
2014 Q4	–	Sell
2014 Q3	$345K	Hold
2014 Q2	$329K	Buy
2014 Q1	$311K	Buy
2013 Q4	$228K	Buy
2013 Q3	$204K	Sell
2013 Q2	$420K	Buy