Mountain Pacific Investment Advisers’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
3,672
| – | – | 0.08% | 81 |
|
|
2025
Q1 | $913K | Hold |
3,672
| – | – | 0.07% | 86 |
|
|
2024
Q4 | $807K | Hold |
3,672
| – | – | 0.06% | 88 |
|
|
2024
Q3 | $812K | Hold |
3,672
| – | – | 0.06% | 91 |
|
|
2024
Q2 | $635K | Hold |
3,672
| – | – | 0.05% | 94 |
|
|
2024
Q1 | $701K | Hold |
3,672
| – | – | 0.04% | 95 |
|
|
2023
Q4 | $601K | Sell |
3,672
-50
| -1% | -$8.18K | 0.04% | 98 |
|
|
2023
Q3 | $522K | Buy |
3,722
+140
| +4% | +$19.6K | 0.04% | 97 |
|
|
2023
Q2 | $479K | Sell |
3,582
-100
| -3% | -$13.4K | 0.03% | 103 |
|
|
2023
Q1 | $483K | Sell |
3,682
-100
| -3% | -$13.1K | 0.03% | 103 |
|
|
2022
Q4 | $533K | Hold |
3,782
| – | – | 0.04% | 100 |
|
|
2022
Q3 | $449K | Hold |
3,782
| – | – | 0.04% | 101 |
|
|
2022
Q2 | $534K | Hold |
3,782
| – | – | 0.04% | 97 |
|
|
2022
Q1 | $492K | Hold |
3,782
| – | – | 0.03% | 108 |
|
|
2021
Q4 | $506K | Sell |
3,782
-174
| -4% | -$23.3K | 0.03% | 108 |
|
|
2021
Q3 | $525K | Buy |
3,956
+209
| +6% | +$27.7K | 0.03% | 104 |
|
|
2021
Q2 | $525K | Hold |
3,747
| – | – | 0.03% | 103 |
|
|
2021
Q1 | $477K | Buy |
3,747
+164
| +5% | +$20.9K | 0.03% | 104 |
|
|
2020
Q4 | $431K | Hold |
3,583
| – | – | 0.03% | 103 |
|
|
2020
Q3 | $417K | Buy |
3,583
+210
| +6% | +$24.4K | 0.03% | 98 |
|
|
2020
Q2 | $389K | Buy |
3,373
+366
| +12% | +$42.2K | 0.03% | 100 |
|
|
2020
Q1 | $319K | Buy |
3,007
+523
| +21% | +$55.5K | 0.03% | 100 |
|
|
2019
Q4 | $318K | Sell |
2,484
-314
| -11% | -$40.2K | 0.03% | 111 |
|
|
2019
Q3 | $389K | Hold |
2,798
| – | – | 0.04% | 101 |
|
|
2019
Q2 | $369K | Hold |
2,798
| – | – | 0.03% | 101 |
|
|
2019
Q1 | $377K | Hold |
2,798
| – | – | 0.04% | 96 |
|
|
2018
Q4 | $304K | Hold |
2,798
| – | – | 0.03% | 97 |
|
|
2018
Q3 | $404K | Hold |
2,798
| – | – | 0.04% | 97 |
|
|
2018
Q2 | $374K | Buy |
2,798
+523
| +23% | +$69.9K | 0.04% | 97 |
|
|
2018
Q1 | $334K | Sell |
2,275
-1,046
| -31% | -$154K | 0.03% | 98 |
|
|
2017
Q4 | $487K | Buy |
3,321
+142
| +4% | +$20.8K | 0.05% | 84 |
|
|
2017
Q3 | $441K | Hold |
3,179
| – | – | 0.05% | 86 |
|
|
2017
Q2 | $467K | Sell |
3,179
-1,427
| -31% | -$210K | 0.05% | 84 |
|
|
2017
Q1 | $767K | Hold |
4,606
| – | – | 0.09% | 69 |
|
|
2016
Q4 | $731K | Hold |
4,606
| – | – | 0.08% | 70 |
|
|
2016
Q3 | $699K | Sell |
4,606
-27
| -0.6% | -$4.1K | 0.08% | 70 |
|
|
2016
Q2 | $672K | Sell |
4,633
-234
| -5% | -$33.9K | 0.08% | 69 |
|
|
2016
Q1 | $705K | Sell |
4,867
-1,370
| -22% | -$198K | 0.08% | 67 |
|
|
2015
Q4 | $821K | Sell |
6,237
-6,964
| -53% | -$917K | 0.1% | 64 |
|
|
2015
Q3 | $1.83M | Buy |
13,201
+105
| +0.8% | +$14.6K | 0.23% | 58 |
|
|
2015
Q2 | $2.04M | Sell |
13,096
-105
| -0.8% | -$16.3K | 0.24% | 57 |
|
|
2015
Q1 | $2.03M | Sell |
13,201
-209
| -2% | -$32.1K | 0.24% | 56 |
|
|
2014
Q4 | $2.06M | Sell |
13,410
-941
| -7% | -$144K | 0.25% | 54 |
|
|
2014
Q3 | $2.6M | Sell |
14,351
-157
| -1% | -$28.5K | 0.34% | 51 |
|
|
2014
Q2 | $2.51M | Hold |
14,508
| – | – | 0.3% | 54 |
|
|
2014
Q1 | $2.67M | Sell |
14,508
-2,664
| -16% | -$490K | 0.33% | 53 |
|
|
2013
Q4 | $3.08M | Sell |
17,172
-301
| -2% | -$54K | 0.38% | 51 |
|
|
2013
Q3 | $3.09M | Sell |
17,473
-587
| -3% | -$104K | 0.43% | 48 |
|
|
2013
Q2 | $3.3M | Buy |
+18,060
| New | +$3.3M | 0.5% | 45 |
|