Notis-McConarty Edward’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Hold |
1,050
| – | – | 0.15% | 65 |
|
|
2025
Q1 | $261K | Buy |
+1,050
| New | +$261K | 0.13% | 69 |
|
|
2017
Q1 | – | Sell |
-1,360
| Closed | -$216K | – | 96 |
|
|
2016
Q4 | $216K | Sell |
1,360
-753
| -36% | -$120K | 0.15% | 95 |
|
|
2016
Q3 | $321K | Sell |
2,113
-659
| -24% | -$100K | 0.22% | 79 |
|
|
2016
Q2 | $403K | Sell |
2,772
-4,498
| -62% | -$654K | 0.28% | 74 |
|
|
2016
Q1 | $1.05M | Sell |
7,270
-2,039
| -22% | -$295K | 0.75% | 44 |
|
|
2015
Q4 | $1.23M | Sell |
9,309
-262
| -3% | -$34.5K | 0.88% | 41 |
|
|
2015
Q3 | $1.33M | Sell |
9,571
-4,591
| -32% | -$636K | 0.99% | 36 |
|
|
2015
Q2 | $2.2M | Sell |
14,162
-1,537
| -10% | -$239K | 1.49% | 29 |
|
|
2015
Q1 | $2.41M | Sell |
15,699
-1,256
| -7% | -$193K | 1.67% | 22 |
|
|
2014
Q4 | $2.6M | Hold |
16,955
| – | – | 1.78% | 20 |
|
|
2014
Q3 | $3.08M | Buy |
16,955
+576
| +4% | +$104K | 2.17% | 12 |
|
|
2014
Q2 | $2.84M | Sell |
16,379
-424
| -3% | -$73.5K | 1.88% | 18 |
|
|
2014
Q1 | $3.09M | Sell |
16,803
-314
| -2% | -$57.8K | 2.15% | 13 |
|
|
2013
Q4 | $3.07M | Buy |
+17,117
| New | +$3.07M | 2.15% | 12 |
|