MCM
MV Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Hold |
3,141
| – | – | 0.1% | 97 |
|
|
2025
Q1 | $781K | Buy |
3,141
+9
| +0.3% | +$2.24K | 0.08% | 103 |
|
|
2024
Q4 | $689K | Sell |
3,132
-1
| -0% | -$220 | 0.07% | 103 |
|
|
2024
Q3 | $693K | Buy |
3,133
+21
| +0.7% | +$4.64K | 0.07% | 104 |
|
|
2024
Q2 | $538K | Buy |
3,112
+8
| +0.3% | +$1.38K | 0.06% | 110 |
|
|
2024
Q1 | $593K | Buy |
3,104
+3
| +0.1% | +$573 | 0.07% | 108 |
|
|
2023
Q4 | $507K | Buy |
3,101
+31
| +1% | +$5.07K | 0.06% | 113 |
|
|
2023
Q3 | $431K | Sell |
3,070
-22
| -0.7% | -$3.09K | 0.06% | 115 |
|
|
2023
Q2 | $414K | Sell |
3,092
-572
| -16% | -$76.5K | 0.05% | 115 |
|
|
2023
Q1 | $480K | Buy |
3,664
+37
| +1% | +$4.85K | 0.07% | 108 |
|
|
2022
Q4 | $511K | Buy |
3,627
+104
| +3% | +$14.7K | 0.08% | 90 |
|
|
2022
Q3 | $419K | Buy |
3,523
+132
| +4% | +$15.7K | 0.07% | 93 |
|
|
2022
Q2 | $479K | Sell |
3,391
-19
| -0.6% | -$2.68K | 0.08% | 97 |
|
|
2022
Q1 | $443K | Buy |
3,410
+193
| +6% | +$25.1K | 0.07% | 103 |
|
|
2021
Q4 | $430K | Buy |
3,217
+555
| +21% | +$74.2K | 0.06% | 107 |
|
|
2021
Q3 | $370K | Buy |
2,662
+80
| +3% | +$11.1K | 0.06% | 108 |
|
|
2021
Q2 | $378K | Sell |
2,582
-277
| -10% | -$40.6K | 0.06% | 102 |
|
|
2021
Q1 | $381K | Sell |
2,859
-729
| -20% | -$97.1K | 0.07% | 94 |
|
|
2020
Q4 | $452K | Buy |
3,588
+1,658
| +86% | +$209K | 0.09% | 84 |
|
|
2020
Q3 | $235K | Hold |
1,930
| – | – | 0.05% | 90 |
|
|
2020
Q2 | $233K | Buy |
1,930
+161
| +9% | +$19.4K | 0.05% | 91 |
|
|
2020
Q1 | $196K | Hold |
1,769
| – | – | 0.05% | 94 |
|
|
2019
Q4 | $237K | Buy |
1,769
+271
| +18% | +$36.3K | 0.05% | 98 |
|
|
2019
Q3 | $218K | Sell |
1,498
-4
| -0.3% | -$582 | 0.05% | 104 |
|
|
2019
Q2 | $207K | Hold |
1,502
| – | – | 0.05% | 103 |
|
|
2019
Q1 | $212K | Buy |
1,502
+250
| +20% | +$35.3K | 0.05% | 98 |
|
|
2018
Q4 | $142K | Sell |
1,252
-462
| -27% | -$52.4K | 0.04% | 109 |
|
|
2018
Q3 | $259K | Sell |
1,714
-328
| -16% | -$49.6K | 0.06% | 83 |
|
|
2018
Q2 | $285K | Sell |
2,042
-100
| -5% | -$14K | 0.07% | 74 |
|
|
2018
Q1 | $329K | Sell |
2,142
-241
| -10% | -$37K | 0.09% | 69 |
|
|
2017
Q4 | $366K | Sell |
2,383
-550
| -19% | -$84.5K | 0.1% | 66 |
|
|
2017
Q3 | $425K | Sell |
2,933
-448
| -13% | -$64.9K | 0.12% | 58 |
|
|
2017
Q2 | $520K | Hold |
3,381
| – | – | 0.15% | 54 |
|
|
2017
Q1 | $589K | Hold |
3,381
| – | – | 0.19% | 50 |
|
|
2016
Q4 | $561K | Buy |
3,381
+62
| +2% | +$10.3K | 0.2% | 46 |
|
|
2016
Q3 | $527K | Sell |
3,319
-197
| -6% | -$31.3K | 0.19% | 45 |
|
|
2016
Q2 | $534K | Buy |
3,516
+1,399
| +66% | +$212K | 0.19% | 49 |
|
|
2016
Q1 | $321K | Hold |
2,117
| – | – | 0.13% | 63 |
|
|
2015
Q4 | $291K | Sell |
2,117
-38
| -2% | -$5.22K | 0.11% | 73 |
|
|
2015
Q3 | $312K | Sell |
2,155
-970
| -31% | -$140K | 0.14% | 53 |
|
|
2015
Q2 | $508K | Buy |
3,125
+662
| +27% | +$108K | 0.21% | 45 |
|
|
2015
Q1 | $395K | Buy |
2,463
+169
| +7% | +$27.1K | 0.17% | 45 |
|
|
2014
Q4 | $368K | Buy |
+2,294
| New | +$368K | 0.17% | 43 |
|