Blue Trust Inc’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.39M | Sell |
21,671
-926
| -4% | -$273K | 0.08% | 84 |
|
2025
Q1 | $5.62M | Buy |
22,597
+1,635
| +8% | +$407K | 0.07% | 83 |
|
2024
Q4 | $4.61M | Buy |
20,962
+2,673
| +15% | +$588K | 0.06% | 95 |
|
2024
Q3 | $3.16M | Buy |
18,289
+2,508
| +16% | +$434K | 0.04% | 109 |
|
2024
Q2 | $3.01M | Buy |
15,781
+3,209
| +26% | +$613K | 0.04% | 98 |
|
2024
Q1 | $2.4M | Sell |
12,572
-1,615
| -11% | -$308K | 0.03% | 100 |
|
2023
Q4 | $1.99M | Buy |
14,187
+1,859
| +15% | +$261K | 0.03% | 109 |
|
2023
Q3 | $1.65M | Buy |
12,328
+484
| +4% | +$64.8K | 0.03% | 131 |
|
2023
Q2 | $1.55M | Sell |
11,844
-2,816
| -19% | -$369K | 0.02% | 128 |
|
2023
Q1 | $2.07M | Buy |
14,660
+1,606
| +12% | +$226K | 0.03% | 128 |
|
2022
Q4 | $1.55M | Buy |
13,054
+700
| +6% | +$83.2K | 0.03% | 138 |
|
2022
Q3 | $1.74M | Buy |
12,354
+1,017
| +9% | +$144K | 0.03% | 104 |
|
2022
Q2 | $1.47M | Buy |
+11,337
| New | +$1.47M | 0.02% | 114 |
|