MC
Montag & Caldwell’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.6K | Hold |
270
| – | – | 0.02% | 97 |
|
|
2025
Q1 | $67.1K | Hold |
270
| – | – | 0.02% | 97 |
|
|
2024
Q4 | $59.4K | Buy |
+270
| New | +$59.4K | 0.01% | 106 |
|
|
2014
Q4 | – | Sell |
-1,815
| Closed | -$345K | – | 115 |
|
|
2014
Q3 | $345K | Hold |
1,815
| – | – | ﹤0.01% | 96 |
|
|
2014
Q2 | $329K | Buy |
1,815
+200
| +12% | +$36.3K | ﹤0.01% | 91 |
|
|
2014
Q1 | $311K | Buy |
1,615
+400
| +33% | +$77K | ﹤0.01% | 93 |
|
|
2013
Q4 | $228K | Buy |
1,215
+115
| +10% | +$21.6K | ﹤0.01% | 95 |
|
|
2013
Q3 | $204K | Sell |
1,100
-1,100
| -50% | -$204K | ﹤0.01% | 97 |
|
|
2013
Q2 | $420K | Buy |
+2,200
| New | +$420K | ﹤0.01% | 91 |
|