Cetera Trust Company’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Hold |
1,132
| – | – | 0.2% | 89 |
|
|
2025
Q1 | $281K | Hold |
1,132
| – | – | 0.18% | 107 |
|
|
2024
Q4 | $249K | Hold |
1,132
| – | – | 0.16% | 134 |
|
|
2024
Q3 | $250K | Hold |
1,132
| – | – | 0.15% | 134 |
|
|
2024
Q2 | $196K | Hold |
1,132
| – | – | 0.12% | 159 |
|
|
2024
Q1 | $216K | Hold |
1,132
| – | – | 0.13% | 152 |
|
|
2023
Q4 | $185K | Buy |
+1,132
| New | +$185K | 0.12% | 155 |
|