TFO
Tarbox Family Office’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+785
| New | +$231K | 0.03% | 111 |
|
|
2022
Q2 | – | Sell |
-374
| Closed | -$49K | – | 523 |
|
|
2022
Q1 | $49K | Hold |
374
| – | – | 0.01% | 179 |
|
|
2021
Q4 | $50K | Sell |
374
-255
| -41% | -$34.1K | 0.01% | 224 |
|
|
2021
Q3 | $87K | Sell |
629
-11
| -2% | -$1.52K | 0.02% | 192 |
|
|
2021
Q2 | $94K | Sell |
640
-9
| -1% | -$1.32K | 0.02% | 190 |
|
|
2021
Q1 | $86K | Hold |
649
| – | – | 0.02% | 162 |
|
|
2020
Q4 | $82K | Sell |
649
-260
| -29% | -$32.9K | 0.02% | 166 |
|
|
2020
Q3 | $111K | Buy |
909
+46
| +5% | +$5.62K | 0.03% | 139 |
|
|
2020
Q2 | $104K | Sell |
863
-10
| -1% | -$1.21K | 0.03% | 137 |
|
|
2020
Q1 | $97K | Buy |
873
+109
| +14% | +$12.1K | 0.03% | 135 |
|
|
2019
Q4 | $102K | Buy |
764
+3
| +0.4% | +$401 | 0.03% | 136 |
|
|
2019
Q3 | $111K | Sell |
761
-97
| -11% | -$14.1K | 0.03% | 120 |
|
|
2019
Q2 | $118K | Sell |
858
-1,292
| -60% | -$178K | 0.04% | 117 |
|
|
2019
Q1 | $303K | Sell |
2,150
-197
| -8% | -$27.8K | 0.11% | 66 |
|
|
2018
Q4 | $267K | Sell |
2,347
-23
| -1% | -$2.62K | 0.11% | 64 |
|
|
2018
Q3 | $358K | Buy |
2,370
+1,269
| +115% | +$192K | 0.13% | 59 |
|
|
2018
Q2 | $154K | Sell |
1,101
-212
| -16% | -$29.7K | 0.06% | 94 |
|
|
2018
Q1 | $201K | Buy |
1,313
+74
| +6% | +$11.3K | 0.08% | 86 |
|
|
2017
Q4 | $190K | Sell |
1,239
-48
| -4% | -$7.36K | 0.08% | 87 |
|
|
2017
Q3 | $187K | Buy |
1,287
+35
| +3% | +$5.09K | 0.08% | 85 |
|
|
2017
Q2 | $193K | Sell |
1,252
-8
| -0.6% | -$1.23K | 0.1% | 78 |
|
|
2017
Q1 | $219K | Sell |
1,260
-7
| -0.6% | -$1.22K | 0.11% | 54 |
|
|
2016
Q4 | $210K | Sell |
1,267
-343
| -21% | -$56.9K | 0.12% | 48 |
|
|
2016
Q3 | $256K | Sell |
1,610
-243
| -13% | -$38.6K | 0.17% | 38 |
|
|
2016
Q2 | $281K | Sell |
1,853
-239
| -11% | -$36.2K | 0.2% | 36 |
|
|
2016
Q1 | $317K | Buy |
2,092
+12
| +0.6% | +$1.82K | 0.24% | 38 |
|
|
2015
Q4 | $286K | Sell |
2,080
-18
| -0.9% | -$2.48K | 0.23% | 36 |
|
|
2015
Q3 | $304K | Buy |
2,098
+73
| +4% | +$10.6K | 0.28% | 35 |
|
|
2015
Q2 | $329K | Sell |
2,025
-779
| -28% | -$127K | 0.29% | 34 |
|
|
2015
Q1 | $450K | Sell |
2,804
-109
| -4% | -$17.5K | 0.4% | 28 |
|
|
2014
Q4 | $467K | Sell |
2,913
-77
| -3% | -$12.3K | 0.43% | 28 |
|
|
2014
Q3 | $568K | Buy |
2,990
+26
| +0.9% | +$4.94K | 0.51% | 27 |
|
|
2014
Q2 | $537K | Sell |
2,964
-55
| -2% | -$9.97K | 0.48% | 29 |
|
|
2014
Q1 | $584K | Sell |
3,019
-1,295
| -30% | -$251K | 0.52% | 25 |
|
|
2013
Q4 | $809K | Buy |
+4,314
| New | +$809K | 0.67% | 21 |
|