Mount Vernon Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Hold |
5,555
| – | – | 1.18% | 24 |
|
|
2025
Q1 | $1.38M | Buy |
5,555
+50
| +0.9% | +$12.4K | 1.13% | 26 |
|
|
2024
Q4 | $1.21M | Hold |
5,505
| – | – | 0.94% | 26 |
|
|
2024
Q3 | $1.22M | Hold |
5,505
| – | – | 0.97% | 27 |
|
|
2024
Q2 | $952K | Hold |
5,505
| – | – | 0.84% | 30 |
|
|
2024
Q1 | $1.05M | Hold |
5,505
| – | – | 0.89% | 30 |
|
|
2023
Q4 | $900K | Hold |
5,505
| – | – | 0.88% | 31 |
|
|
2023
Q3 | $772K | Buy |
5,505
+75
| +1% | +$10.5K | 0.85% | 31 |
|
|
2023
Q2 | $727K | Sell |
5,430
-50
| -0.9% | -$6.69K | 0.77% | 31 |
|
|
2023
Q1 | $718K | Sell |
5,480
-175
| -3% | -$22.9K | 0.85% | 29 |
|
|
2022
Q4 | $797K | Hold |
5,655
| – | – | 1.02% | 26 |
|
|
2022
Q3 | $672K | Hold |
5,655
| – | – | 0.88% | 28 |
|
|
2022
Q2 | $798K | Hold |
5,655
| – | – | 0.97% | 27 |
|
|
2022
Q1 | $735K | Sell |
5,655
-150
| -3% | -$19.5K | 0.71% | 32 |
|
|
2021
Q4 | $776K | Sell |
5,805
-267
| -4% | -$35.7K | 0.67% | 32 |
|
|
2021
Q3 | $806K | Hold |
6,072
| – | – | 0.74% | 32 |
|
|
2021
Q2 | $851K | Hold |
6,072
| – | – | 0.78% | 30 |
|
|
2021
Q1 | $774K | Hold |
6,072
| – | – | 0.76% | 31 |
|
|
2020
Q4 | $731K | Sell |
6,072
-314
| -5% | -$37.8K | 0.77% | 31 |
|
|
2020
Q3 | $743K | Sell |
6,386
-418
| -6% | -$48.6K | 0.89% | 29 |
|
|
2020
Q2 | $786K | Hold |
6,804
| – | – | 1.02% | 28 |
|
|
2020
Q1 | $722K | Buy |
6,804
+314
| +5% | +$33.3K | 1.21% | 27 |
|
|
2019
Q4 | $832K | Hold |
6,490
| – | – | 1.13% | 28 |
|
|
2019
Q3 | $902K | Sell |
6,490
-210
| -3% | -$29.2K | 1.35% | 25 |
|
|
2019
Q2 | $883K | Sell |
6,700
-313
| -4% | -$41.3K | 1.31% | 25 |
|
|
2019
Q1 | $946K | Buy |
7,013
+104
| +2% | +$14K | 1.44% | 24 |
|
|
2018
Q4 | $751K | Hold |
6,909
| – | – | 1.32% | 25 |
|
|
2018
Q3 | $999K | Sell |
6,909
-261
| -4% | -$37.7K | 1.47% | 25 |
|
|
2018
Q2 | $958K | Sell |
7,170
-809
| -10% | -$108K | 1.49% | 27 |
|
|
2018
Q1 | $1.17M | Hold |
7,979
| – | – | 1.81% | 24 |
|
|
2017
Q4 | $1.17M | Sell |
7,979
-78
| -1% | -$11.4K | 1.76% | 28 |
|
|
2017
Q3 | $1.12M | Sell |
8,057
-236
| -3% | -$32.7K | 1.85% | 25 |
|
|
2017
Q2 | $1.22M | Sell |
8,293
-209
| -2% | -$30.7K | 2.19% | 21 |
|
|
2017
Q1 | $1.42M | Sell |
8,502
-104
| -1% | -$17.3K | 2.6% | 15 |
|
|
2016
Q4 | $1.37M | Buy |
8,606
+156
| +2% | +$24.8K | 2.68% | 12 |
|
|
2016
Q3 | $1.28M | Hold |
8,450
| – | – | 2.66% | 13 |
|
|
2016
Q2 | $1.23M | Buy |
8,450
+105
| +1% | +$15.2K | 2.62% | 15 |
|
|
2016
Q1 | $1.21M | Buy |
8,345
+52
| +0.6% | +$7.53K | 2.68% | 13 |
|
|
2015
Q4 | $1.09M | Buy |
8,293
+105
| +1% | +$13.8K | 2.39% | 16 |
|
|
2015
Q3 | $1.14M | Buy |
8,188
+52
| +0.6% | +$7.21K | 2.63% | 11 |
|
|
2015
Q2 | $1.27M | Hold |
8,136
| – | – | 2.73% | 8 |
|
|
2015
Q1 | $1.25M | Buy |
8,136
+523
| +7% | +$80.2K | 2.7% | 9 |
|
|
2014
Q4 | $1.17M | Buy |
7,613
+1,036
| +16% | +$159K | 2.68% | 9 |
|
|
2014
Q3 | $1.19M | Sell |
6,577
-53
| -0.8% | -$9.62K | 2.97% | 8 |
|
|
2014
Q2 | $1.15M | Buy |
6,630
+393
| +6% | +$68.1K | 2.93% | 7 |
|
|
2014
Q1 | $1.15M | Sell |
6,237
-136
| -2% | -$25K | 3% | 8 |
|
|
2013
Q4 | $1.14M | Buy |
6,373
+340
| +6% | +$61K | 2.99% | 9 |
|
|
2013
Q3 | $1.07M | Sell |
6,033
-12,280
| -67% | -$2.17M | 3.25% | 8 |
|
|
2013
Q2 | $3.35M | Buy |
+18,313
| New | +$3.35M | 3.61% | 4 |
|