Tacita Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.4K | Hold |
232
| – | – | 0.04% | 118 |
|
|
2025
Q1 | $57.7K | Buy |
232
+40
| +21% | +$9.95K | 0.04% | 118 |
|
|
2024
Q4 | $42.2K | Buy |
192
+122
| +174% | +$26.8K | 0.03% | 137 |
|
|
2024
Q3 | $15.5K | Hold |
70
| – | – | 0.01% | 175 |
|
|
2024
Q2 | $12.1K | Hold |
70
| – | – | 0.01% | 186 |
|
|
2024
Q1 | $13.4K | Sell |
70
-35
| -33% | -$6.68K | 0.01% | 187 |
|
|
2023
Q4 | $17.2K | Hold |
105
| – | – | 0.01% | 183 |
|
|
2023
Q3 | $14.7K | Buy |
105
+35
| +50% | +$4.91K | 0.01% | 174 |
|
|
2023
Q2 | $9K | Hold |
70
| – | – | 0.01% | 176 |
|
|
2023
Q1 | $9K | Sell |
70
-45
| -39% | -$5.79K | 0.01% | 175 |
|
|
2022
Q4 | $16K | Sell |
115
-35
| -23% | -$4.87K | 0.01% | 176 |
|
|
2022
Q3 | $18K | Sell |
150
-35
| -19% | -$4.2K | 0.01% | 167 |
|
|
2022
Q2 | $26K | Hold |
185
| – | – | 0.02% | 162 |
|
|
2022
Q1 | $24K | Buy |
185
+150
| +429% | +$19.5K | 0.01% | 172 |
|
|
2021
Q4 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 183 |
|
|
2021
Q2 | – | Sell |
-31
| Closed | -$4K | – | 192 |
|
|
2021
Q1 | $4K | Sell |
31
-361
| -92% | -$46.6K | ﹤0.01% | 187 |
|
|
2020
Q4 | $47K | Buy |
+392
| New | +$47K | 0.03% | 149 |
|