Colonial Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
8,751
-22
| -0.3% | -$6.49K | 0.38% | 68 |
|
|
2025
Q1 | $2.18M | Sell |
8,773
-506
| -5% | -$126K | 0.34% | 77 |
|
|
2024
Q4 | $2.04M | Buy |
9,279
+855
| +10% | +$188K | 0.3% | 80 |
|
|
2024
Q3 | $1.86M | Buy |
8,424
+4,305
| +105% | +$952K | 0.29% | 84 |
|
|
2024
Q2 | $712K | Buy |
4,119
+95
| +2% | +$16.4K | 0.13% | 126 |
|
|
2024
Q1 | $768K | Sell |
4,024
-36
| -0.9% | -$6.88K | 0.14% | 120 |
|
|
2023
Q4 | $664K | Buy |
4,060
+336
| +9% | +$55K | 0.14% | 128 |
|
|
2023
Q3 | $522K | Hold |
3,724
| – | – | 0.13% | 126 |
|
|
2023
Q2 | $498K | Buy |
3,724
+242
| +7% | +$32.4K | 0.12% | 132 |
|
|
2023
Q1 | $456K | Buy |
3,482
+330
| +10% | +$43.3K | 0.12% | 144 |
|
|
2022
Q4 | $444K | Sell |
3,152
-132
| -4% | -$18.6K | 0.12% | 134 |
|
|
2022
Q3 | $390K | Buy |
+3,284
| New | +$390K | 0.12% | 141 |
|