Morton 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 | $652K | Buy |
2,212
+153
| +7% | +$45.1K | 0.12% | 60 |
|
|
2025
Q1 | $512K | Buy |
2,059
+122
| +6% | +$30.3K | 0.1% | 67 |
|
|
2024
Q4 | $426K | Buy |
1,937
+70
| +4% | +$15.4K | 0.08% | 76 |
|
|
2024
Q3 | $413K | Buy |
1,867
+5
| +0.3% | +$1.11K | 0.08% | 73 |
|
|
2024
Q2 | $322K | Buy |
1,862
+89
| +5% | +$15.4K | 0.08% | 74 |
|
|
2024
Q1 | $339K | Buy |
1,773
+63
| +4% | +$12K | 0.09% | 73 |
|
|
2023
Q4 | $280K | Buy |
1,710
+54
| +3% | +$8.83K | 0.08% | 79 |
|
|
2023
Q3 | $232K | Hold |
1,656
| – | – | 0.08% | 80 |
|
|
2023
Q2 | $222K | Hold |
1,656
| – | – | 0.08% | 86 |
|
|
2023
Q1 | $217K | Hold |
1,656
| – | – | 0.08% | 85 |
|
|
2022
Q4 | $233K | Buy |
+1,656
| New | +$233K | 0.09% | 74 |
|
|
2022
Q3 | – | Sell |
-1,656
| Closed | -$234K | – | 82 |
|
|
2022
Q2 | $234K | Sell |
1,656
-4
| -0.2% | -$565 | 0.1% | 76 |
|
|
2022
Q1 | $216K | Sell |
1,660
-163
| -9% | -$21.2K | 0.09% | 77 |
|
|
2021
Q4 | $244K | Buy |
+1,823
| New | +$244K | 0.1% | 77 |
|