Mount Vernon Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.57M | Hold |
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|
2025
Q2 | $1.64M | Hold |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.21M | Hold |
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|
2024
Q3 | $1.22M | Hold |
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|
2024
Q2 | $952K | Hold |
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|
2024
Q1 | $1.05M | Hold |
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|
2023
Q4 | $900K | Hold |
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|
2023
Q3 | $772K | Buy |
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|
2023
Q2 | $727K | Sell |
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|
2023
Q1 | $718K | Sell |
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|
2022
Q4 | $797K | Hold |
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|
2022
Q3 | $672K | Hold |
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|
2022
Q2 | $798K | Hold |
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|
2022
Q1 | $735K | Sell |
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|
2021
Q4 | $776K | Sell |
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|
2021
Q3 | $806K | Hold |
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|
2021
Q2 | $851K | Hold |
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|
2021
Q1 | $774K | Hold |
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|
2020
Q4 | $731K | Sell |
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|
2020
Q3 | $743K | Sell |
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|
2020
Q2 | $786K | Hold |
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|
2020
Q1 | $722K | Buy |
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|
2019
Q4 | $832K | Hold |
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|
2019
Q3 | $902K | Sell |
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|
2019
Q2 | $883K | Sell |
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|
2019
Q1 | $946K | Buy |
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|
2018
Q4 | $751K | Hold |
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|
2018
Q3 | $999K | Sell |
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|
2018
Q2 | $958K | Sell |
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|
2018
Q1 | $1.17M | Hold |
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|
2017
Q4 | $1.17M | Sell |
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|
2017
Q3 | $1.12M | Sell |
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|
2017
Q2 | $1.22M | Sell |
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|
2017
Q1 | $1.42M | Sell |
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|
2016
Q4 | $1.37M | Buy |
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|
2016
Q3 | $1.28M | Hold |
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|
2016
Q2 | $1.23M | Buy |
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|
2016
Q1 | $1.21M | Buy |
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|
2015
Q4 | $1.09M | Buy |
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|
2015
Q3 | $1.14M | Buy |
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|
2015
Q2 | $1.26M | Hold |
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|
2015
Q1 | $1.25M | Buy |
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|
2014
Q4 | $1.17M | Buy |
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|
2014
Q3 | $1.19M | Sell |
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|
2014
Q2 | $1.15M | Buy |
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|
2014
Q1 | $1.15M | Sell |
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|
2013
Q4 | $1.14M | Buy |
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|
2013
Q3 | $1.07M | Sell |
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|
2013
Q2 | $3.35M | Buy |
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