TLA
Tanglewood Legacy Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
930
| – | – | 0.11% | 87 |
|
|
2025
Q1 | $231K | Hold |
930
| – | – | 0.1% | 89 |
|
|
2024
Q4 | $204K | Hold |
930
| – | – | 0.09% | 92 |
|
|
2024
Q3 | $206K | Hold |
930
| – | – | 0.09% | 86 |
|
|
2024
Q2 | $161K | Hold |
930
| – | – | 0.08% | 98 |
|
|
2024
Q1 | $178K | Hold |
930
| – | – | 0.09% | 94 |
|
|
2023
Q4 | $152K | Sell |
930
-670
| -42% | -$110K | 0.08% | 95 |
|
|
2023
Q3 | $224K | Hold |
1,600
| – | – | 0.13% | 76 |
|
|
2023
Q2 | $214K | Hold |
1,600
| – | – | 0.12% | 79 |
|
|
2023
Q1 | $210K | Hold |
1,600
| – | – | 0.13% | 74 |
|
|
2022
Q4 | $225K | Buy |
+1,600
| New | +$225K | 0.16% | 50 |
|