Monument Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
920
+21
| +2% | +$6.19K | 0.07% | 179 |
|
|
2025
Q1 | $223K | Buy |
+899
| New | +$223K | 0.07% | 177 |
|
|
2023
Q1 | – | Sell |
-1,448
| Closed | -$204K | – | 158 |
|
|
2022
Q4 | $204K | Buy |
+1,448
| New | +$204K | 0.07% | 152 |
|
|
2022
Q3 | – | Sell |
-1,685
| Closed | -$238K | – | 153 |
|
|
2022
Q2 | $238K | Buy |
+1,685
| New | +$238K | 0.09% | 139 |
|
|
2018
Q4 | – | Sell |
-1,099
| Closed | -$159K | – | 205 |
|
|
2018
Q3 | $159K | Buy |
1,099
+923
| +524% | +$134K | 0.09% | 90 |
|
|
2018
Q2 | $23K | Sell |
176
-13,598
| -99% | -$1.78M | 0.02% | 109 |
|
|
2018
Q1 | $1.98M | Buy |
13,774
+2,017
| +17% | +$289K | 1.35% | 34 |
|
|
2017
Q4 | $1.72M | Buy |
+11,757
| New | +$1.72M | 1.22% | 42 |
|