TPCW
TD Private Client Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Buy |
16,445
+354
| +2% | +$104K | 0.12% | 128 |
|
|
2025
Q1 | $4M | Sell |
16,091
-1,555
| -9% | -$387K | 0.11% | 130 |
|
|
2024
Q4 | $3.88M | Sell |
17,646
-289
| -2% | -$63.5K | 0.11% | 137 |
|
|
2024
Q3 | $3.97M | Buy |
17,935
+3
| +0% | +$663 | 0.11% | 132 |
|
|
2024
Q2 | $3.1M | Buy |
17,932
+1,487
| +9% | +$257K | 0.1% | 149 |
|
|
2024
Q1 | $3.14M | Sell |
16,445
-391
| -2% | -$74.7K | 0.1% | 154 |
|
|
2023
Q4 | $2.75M | Buy |
16,836
+412
| +3% | +$67.4K | 0.1% | 170 |
|
|
2023
Q3 | $2.3M | Sell |
16,424
-793
| -5% | -$111K | 0.1% | 181 |
|
|
2023
Q2 | $2.3M | Buy |
17,217
+7,057
| +69% | +$944K | 0.1% | 200 |
|
|
2023
Q1 | $1.33M | Sell |
10,160
-72
| -0.7% | -$9.44K | 0.06% | 279 |
|
|
2022
Q4 | $1.44M | Sell |
10,232
-151
| -1% | -$21.3K | 0.07% | 264 |
|
|
2022
Q3 | $1.23M | Buy |
10,383
+24
| +0.2% | +$2.85K | 0.06% | 271 |
|
|
2022
Q2 | $1.46M | Buy |
10,359
+203
| +2% | +$28.7K | 0.07% | 255 |
|
|
2022
Q1 | $1.32M | Buy |
10,156
+1,288
| +15% | +$167K | 0.06% | 294 |
|
|
2021
Q4 | $1.19M | Sell |
8,868
-13,277
| -60% | -$1.91M | 0.05% | 315 |
|
|
2021
Q3 | $3.08M | Sell |
22,145
-5,155
| -19% | -$716K | 0.13% | 174 |
|
|
2021
Q2 | $4M | Sell |
27,300
-371
| -1% | -$54.4K | 0.17% | 137 |
|
|
2021
Q1 | $3.69M | Sell |
27,671
-2,679
| -9% | -$357K | 0.17% | 143 |
|
|
2020
Q4 | $3.82M | Sell |
30,350
-289
| -0.9% | -$36.3K | 0.19% | 123 |
|
|
2020
Q3 | $3.73M | Sell |
30,639
-1,316
| -4% | -$160K | 0.21% | 108 |
|
|
2020
Q2 | $3.86M | Buy |
31,955
+19,425
| +155% | +$2.35M | 0.23% | 90 |
|
|
2020
Q1 | $1.39M | Buy |
12,530
+765
| +7% | +$84.8K | 0.1% | 188 |
|
|
2019
Q4 | $1.58M | Buy |
+11,765
| New | +$1.58M | 0.09% | 206 |
|