Monte Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
4,267
-450
| -10% | -$133K | 0.49% | 59 |
|
|
2025
Q1 | $1.13M | Sell |
4,717
-54
| -1% | -$12.9K | 0.49% | 57 |
|
|
2024
Q4 | $1.05M | Sell |
4,771
-153
| -3% | -$33.6K | 0.45% | 59 |
|
|
2024
Q3 | $1.09M | Hold |
4,924
| – | – | 0.45% | 58 |
|
|
2024
Q2 | $852K | Sell |
4,924
-450
| -8% | -$77.8K | 0.38% | 62 |
|
|
2024
Q1 | $1.03M | Sell |
5,374
-76
| -1% | -$14.5K | 0.45% | 60 |
|
|
2023
Q4 | $891K | Sell |
5,450
-636
| -10% | -$104K | 0.42% | 58 |
|
|
2023
Q3 | $854K | Sell |
6,086
-141
| -2% | -$19.8K | 0.43% | 56 |
|
|
2023
Q2 | $833K | Sell |
6,227
-40,339
| -87% | -$5.4M | 0.41% | 59 |
|
|
2023
Q1 | $6.1M | Sell |
46,566
-313
| -0.7% | -$41K | 3.23% | 3 |
|
|
2022
Q4 | $6.6M | Buy |
46,879
+52
| +0.1% | +$7.33K | 3.4% | 3 |
|
|
2022
Q3 | $5.56M | Sell |
46,827
-282
| -0.6% | -$33.5K | 3.41% | 3 |
|
|
2022
Q2 | $6.65M | Buy |
47,109
+845
| +2% | +$119K | 3.88% | 2 |
|
|
2022
Q1 | $6.02M | Buy |
46,264
+1,194
| +3% | +$155K | 3.2% | 6 |
|
|
2021
Q4 | $6.02M | Buy |
45,070
+1,882
| +4% | +$252K | 3.17% | 6 |
|
|
2021
Q3 | $5.74M | Buy |
43,188
+774
| +2% | +$103K | 3.29% | 5 |
|
|
2021
Q2 | $5.94M | Buy |
42,414
+2,617
| +7% | +$367K | 3.39% | 5 |
|
|
2021
Q1 | $5.07M | Buy |
39,797
+5,416
| +16% | +$690K | 3.11% | 7 |
|
|
2020
Q4 | $4.14M | Sell |
34,381
-150
| -0.4% | -$18.1K | 2.81% | 7 |
|
|
2020
Q3 | $4.02M | Sell |
34,531
-824
| -2% | -$95.9K | 3.04% | 6 |
|
|
2020
Q2 | $4.08M | Buy |
35,355
+2,800
| +9% | +$323K | 3.23% | 5 |
|
|
2020
Q1 | $3.45M | Buy |
32,555
+129
| +0.4% | +$13.7K | 3.34% | 4 |
|
|
2019
Q4 | $4.16M | Buy |
32,426
+373
| +1% | +$47.8K | 3.06% | 4 |
|
|
2019
Q3 | $4.46M | Buy |
32,053
+1,877
| +6% | +$261K | 3.6% | 3 |
|
|
2019
Q2 | $3.98M | Buy |
30,176
+1,046
| +4% | +$138K | 3.37% | 3 |
|
|
2019
Q1 | $3.93M | Buy |
29,130
+596
| +2% | +$80.4K | 3.44% | 4 |
|
|
2018
Q4 | $3.1M | Buy |
28,534
+5,103
| +22% | +$555K | 3.28% | 8 |
|
|
2018
Q3 | $3.39M | Sell |
23,431
-392
| -2% | -$56.7K | 3.17% | 8 |
|
|
2018
Q2 | $3.18M | Buy |
23,823
+547
| +2% | +$73.1K | 3.24% | 8 |
|
|
2018
Q1 | $3.41M | Buy |
23,276
+993
| +4% | +$146K | 3.56% | 4 |
|
|
2017
Q4 | $3.27M | Buy |
+22,283
| New | +$3.27M | 3.32% | 2 |
|