JTC Employer Solutions Trustee’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58K | Hold |
197
| – | – | 0.01% | 228 |
|
|
2025
Q1 | $49K | Hold |
197
| – | – | ﹤0.01% | 243 |
|
|
2024
Q4 | $43K | Hold |
197
| – | – | ﹤0.01% | 248 |
|
|
2024
Q3 | $43K | Hold |
197
| – | – | ﹤0.01% | 251 |
|
|
2024
Q2 | $34K | Hold |
197
| – | – | ﹤0.01% | 264 |
|
|
2024
Q1 | $38K | Hold |
197
| – | – | ﹤0.01% | 267 |
|
|
2023
Q4 | $32K | Sell |
197
-900
| -82% | -$146K | ﹤0.01% | 274 |
|
|
2023
Q3 | $154K | Hold |
1,097
| – | – | 0.01% | 152 |
|
|
2023
Q2 | $147K | Hold |
1,097
| – | – | 0.01% | 155 |
|
|
2023
Q1 | $144K | Hold |
1,097
| – | – | 0.02% | 162 |
|
|
2022
Q4 | $155K | Hold |
1,097
| – | – | 0.01% | 157 |
|
|
2022
Q3 | $130K | Buy |
1,097
+155
| +16% | +$18.4K | 0.02% | 145 |
|
|
2022
Q2 | $133K | Hold |
942
| – | – | 0.02% | 132 |
|
|
2022
Q1 | $122K | Hold |
942
| – | – | 0.01% | 150 |
|
|
2021
Q4 | $126K | Sell |
942
-43
| -4% | -$5.75K | 0.02% | 146 |
|
|
2021
Q3 | $131K | Buy |
985
+44
| +5% | +$5.85K | 0.02% | 143 |
|
|
2021
Q2 | $132K | Buy |
+941
| New | +$132K | 0.02% | 136 |
|