Mount Yale Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Sell |
18,104
-1,813
| -9% | -$534K | 0.42% | 41 |
|
|
2025
Q1 | $4.95M | Sell |
19,917
-2,116
| -10% | -$526K | 0.42% | 35 |
|
|
2024
Q4 | $4.84M | Buy |
22,033
+1,233
| +6% | +$271K | 0.39% | 43 |
|
|
2024
Q3 | $4.6M | Sell |
20,800
-2,615
| -11% | -$578K | 0.44% | 55 |
|
|
2024
Q2 | $4.05M | Sell |
23,415
-540
| -2% | -$93.4K | 0.32% | 66 |
|
|
2024
Q1 | $4.57M | Sell |
23,955
-275
| -1% | -$52.5K | 0.35% | 62 |
|
|
2023
Q4 | $3.96M | Sell |
24,230
-110
| -0.5% | -$18K | 0.38% | 63 |
|
|
2023
Q3 | $3.41M | Sell |
24,340
-96
| -0.4% | -$13.5K | 0.37% | 62 |
|
|
2023
Q2 | $3.27M | Buy |
24,436
+2,379
| +11% | +$318K | 0.35% | 67 |
|
|
2023
Q1 | $2.89M | Buy |
22,057
+51
| +0.2% | +$6.69K | 0.32% | 72 |
|
|
2022
Q4 | $3.1M | Sell |
22,006
-614
| -3% | -$86.5K | 0.35% | 74 |
|
|
2022
Q3 | $2.69M | Sell |
22,620
-358
| -2% | -$42.5K | 0.36% | 67 |
|
|
2022
Q2 | $3.24M | Sell |
22,978
-47,421
| -67% | -$6.69M | 0.41% | 59 |
|
|
2022
Q1 | $9.15M | Buy |
70,399
+11,727
| +20% | +$1.52M | 1% | 10 |
|
|
2021
Q4 | $7.84M | Buy |
58,672
+650
| +1% | +$86.9K | 0.82% | 15 |
|
|
2021
Q3 | $7.71M | Buy |
58,022
+13,557
| +30% | +$1.8M | 0.89% | 15 |
|
|
2021
Q2 | $6.23M | Buy |
44,465
+252
| +0.6% | +$35.3K | 0.75% | 27 |
|
|
2021
Q1 | $5.63M | Buy |
44,213
+4,881
| +12% | +$622K | 0.74% | 29 |
|
|
2020
Q4 | $4.73M | Sell |
39,332
-4,935
| -11% | -$594K | 0.66% | 39 |
|
|
2020
Q3 | $5.15M | Sell |
44,267
-1,734
| -4% | -$202K | 0.73% | 21 |
|
|
2020
Q2 | $5.31M | Sell |
46,001
-9,530
| -17% | -$1.1M | 0.95% | 20 |
|
|
2020
Q1 | $5.89M | Sell |
55,531
-284
| -0.5% | -$30.1K | 1.33% | 15 |
|
|
2019
Q4 | $7.67M | Buy |
55,815
+54,010
| +2,992% | +$7.42M | 1.33% | 14 |
|
|
2019
Q3 | $234K | Buy |
1,805
+2
| +0.1% | +$259 | 0.04% | 286 |
|
|
2019
Q2 | $240K | Buy |
1,803
+10
| +0.6% | +$1.33K | 0.04% | 283 |
|
|
2019
Q1 | $242K | Sell |
1,793
-158
| -8% | -$21.3K | 0.05% | 274 |
|
|
2018
Q4 | $250K | Buy |
1,951
+5
| +0.3% | +$641 | 0.05% | 276 |
|
|
2018
Q3 | $232K | Sell |
1,946
-52,450
| -96% | -$6.25M | 0.04% | 291 |
|
|
2018
Q2 | $7.27M | Buy |
54,396
+8,444
| +18% | +$1.13M | 1.37% | 12 |
|
|
2018
Q1 | $6.74M | Buy |
+45,952
| New | +$6.74M | 1.44% | 10 |
|