TWA
TCI Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
6,920
-46
| -0.7% | -$13.6K | 0.14% | 63 |
|
|
2025
Q1 | $1.73M | Buy |
6,966
+33
| +0.5% | +$8.21K | 0.14% | 59 |
|
|
2024
Q4 | $1.52M | Sell |
6,933
-73
| -1% | -$16K | 0.13% | 64 |
|
|
2024
Q3 | $1.55M | Buy |
7,006
+544
| +8% | +$120K | 0.13% | 63 |
|
|
2024
Q2 | $1.12M | Sell |
6,462
-328
| -5% | -$56.7K | 0.11% | 73 |
|
|
2024
Q1 | $1.3M | Sell |
6,790
-157
| -2% | -$30K | 0.13% | 67 |
|
|
2023
Q4 | $1.14M | Sell |
6,947
-203
| -3% | -$33.2K | 0.12% | 71 |
|
|
2023
Q3 | $1M | Buy |
7,150
+204
| +3% | +$28.6K | 0.13% | 71 |
|
|
2023
Q2 | $929K | Buy |
6,946
+105
| +2% | +$14.1K | 0.12% | 77 |
|
|
2023
Q1 | $897K | Sell |
6,841
-11
| -0.2% | -$1.44K | 0.12% | 74 |
|
|
2022
Q4 | $965K | Buy |
6,852
+880
| +15% | +$124K | 0.13% | 65 |
|
|
2022
Q3 | $710K | Sell |
5,972
-3
| -0.1% | -$357 | 0.11% | 77 |
|
|
2022
Q2 | $844K | Buy |
5,975
+152
| +3% | +$21.5K | 0.13% | 68 |
|
|
2022
Q1 | $757K | Buy |
5,823
+53
| +0.9% | +$6.89K | 0.11% | 77 |
|
|
2021
Q4 | $771K | Sell |
5,770
-266
| -4% | -$35.5K | 0.11% | 74 |
|
|
2021
Q3 | $839K | Buy |
6,036
+43
| +0.7% | +$5.98K | 0.13% | 69 |
|
|
2021
Q2 | $879K | Buy |
5,993
+38
| +0.6% | +$5.57K | 0.15% | 63 |
|
|
2021
Q1 | $794K | Sell |
5,955
-113
| -2% | -$15.1K | 0.34% | 56 |
|
|
2020
Q4 | $764K | Sell |
6,068
-14,620
| -71% | -$1.84M | 0.34% | 54 |
|
|
2020
Q3 | $2.52M | Buy |
20,688
+15
| +0.1% | +$1.83K | 0.99% | 17 |
|
|
2020
Q2 | $2.5M | Sell |
20,673
-114
| -0.5% | -$13.8K | 1.07% | 17 |
|
|
2020
Q1 | $2.31M | Buy |
20,787
+474
| +2% | +$52.6K | 1.14% | 17 |
|
|
2019
Q4 | $2.72M | Buy |
20,313
+17
| +0.1% | +$2.28K | 1.06% | 15 |
|
|
2019
Q3 | $2.95M | Sell |
20,296
-23
| -0.1% | -$3.34K | 1.31% | 14 |
|
|
2019
Q2 | $2.8M | Sell |
20,319
-787
| -4% | -$109K | 1.26% | 16 |
|
|
2019
Q1 | $2.98M | Sell |
21,106
-1,538
| -7% | -$217K | 1.31% | 16 |
|
|
2018
Q4 | $2.57M | Buy |
22,644
+1,440
| +7% | +$164K | 1.25% | 16 |
|
|
2018
Q3 | $3.21M | Sell |
21,204
-883
| -4% | -$134K | 1.34% | 16 |
|
|
2018
Q2 | $3.09M | Sell |
22,087
-221
| -1% | -$30.9K | 1.37% | 16 |
|
|
2018
Q1 | $3.42M | Sell |
22,308
-109
| -0.5% | -$16.7K | 1.59% | 14 |
|
|
2017
Q4 | $3.44M | Buy |
22,417
+150
| +0.7% | +$23K | 1.51% | 15 |
|
|
2017
Q3 | $3.23M | Sell |
22,267
-234
| -1% | -$33.9K | 1.58% | 15 |
|
|
2017
Q2 | $3.46M | Buy |
22,501
+485
| +2% | +$74.6K | 1.77% | 11 |
|
|
2017
Q1 | $3.83M | Sell |
22,016
-289
| -1% | -$50.3K | 2% | 8 |
|
|
2016
Q4 | $3.7M | Buy |
22,305
+170
| +0.8% | +$28.2K | 1.94% | 8 |
|
|
2016
Q3 | $3.52M | Sell |
22,135
-129
| -0.6% | -$20.5K | 1.91% | 8 |
|
|
2016
Q2 | $3.38M | Sell |
22,264
-122
| -0.5% | -$18.5K | 1.88% | 10 |
|
|
2016
Q1 | $3.39M | Sell |
22,386
-993
| -4% | -$150K | 1.88% | 10 |
|
|
2015
Q4 | $3.22M | Buy |
23,379
+207
| +0.9% | +$28.5K | 1.79% | 9 |
|
|
2015
Q3 | $3.36M | Sell |
23,172
-1,004
| -4% | -$146K | 2.02% | 8 |
|
|
2015
Q2 | $3.93M | Buy |
24,176
+845
| +4% | +$137K | 2.25% | 7 |
|
|
2015
Q1 | $3.75M | Sell |
23,331
-391
| -2% | -$62.8K | 2.35% | 7 |
|
|
2014
Q4 | $3.81M | Sell |
23,722
-914
| -4% | -$147K | 2.35% | 7 |
|
|
2014
Q3 | $4.68M | Hold |
24,636
| – | – | 2.95% | 7 |
|
|
2014
Q2 | $4.47M | Sell |
24,636
-10,000
| -29% | -$1.81M | 2.69% | 8 |
|
|
2014
Q1 | $4.74M | Buy |
34,636
+7,673
| +28% | +$1.05M | 3.09% | 5 |
|
|
2013
Q4 | $5.06M | Buy |
26,963
+864
| +3% | +$162K | 3.17% | 6 |
|
|
2013
Q3 | $4.83M | Sell |
26,099
-373
| -1% | -$69.1K | 3.67% | 5 |
|
|
2013
Q2 | $5.06M | Buy |
+26,472
| New | +$5.06M | 3.84% | 4 |
|