First Western Trust Bank’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Sell |
3,363
-239
| -7% | -$70.5K | 0.04% | 88 |
|
|
2025
Q1 | $896K | Sell |
3,602
-165
| -4% | -$41K | 0.04% | 88 |
|
|
2024
Q4 | $828K | Sell |
3,767
-220
| -6% | -$48.4K | 0.04% | 93 |
|
|
2024
Q3 | $881K | Hold |
3,987
| – | – | 0.04% | 95 |
|
|
2024
Q2 | $690K | Sell |
3,987
-894
| -18% | -$155K | 0.03% | 104 |
|
|
2024
Q1 | $932K | Sell |
4,881
-705
| -13% | -$135K | 0.04% | 91 |
|
|
2023
Q4 | $914K | Buy |
5,586
+438
| +9% | +$71.6K | 0.05% | 90 |
|
|
2023
Q3 | $722K | Sell |
5,148
-3
| -0.1% | -$421 | 0.04% | 102 |
|
|
2023
Q2 | $689K | Sell |
5,151
-66
| -1% | -$8.83K | 0.03% | 108 |
|
|
2023
Q1 | $684K | Sell |
5,217
-1
| -0% | -$131 | 0.04% | 113 |
|
|
2022
Q4 | $735K | Buy |
5,218
+360
| +7% | +$50.7K | 0.04% | 106 |
|
|
2022
Q3 | $577K | Buy |
4,858
+600
| +14% | +$71.3K | 0.04% | 104 |
|
|
2022
Q2 | $599K | Sell |
4,258
-162
| -4% | -$22.8K | 0.04% | 104 |
|
|
2022
Q1 | $584K | Buy |
+4,420
| New | +$584K | 0.03% | 115 |
|