Montchanin Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $388K | Hold |
1,765
| – | – | 0.38% | 42 |
|
|
2024
Q3 | $390K | Buy |
1,765
+565
| +47% | +$125K | 0.36% | 45 |
|
|
2024
Q2 | $208K | Hold |
1,200
| – | – | 0.2% | 54 |
|
|
2024
Q1 | $229K | Buy |
+1,200
| New | +$229K | 0.22% | 54 |
|
|
2023
Q1 | – | Sell |
-1,550
| Closed | -$218K | – | 48 |
|
|
2022
Q4 | $218K | Buy |
+1,550
| New | +$218K | 0.3% | 45 |
|
|
2022
Q3 | – | Sell |
-2,050
| Closed | -$289K | – | 49 |
|
|
2022
Q2 | $289K | Buy |
+2,050
| New | +$289K | 0.4% | 39 |
|