TA
Tectonic Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
49,585
+235
| +0.5% | +$69.3K | 0.85% | 18 |
|
|
2025
Q1 | $12.3M | Sell |
49,350
-177
| -0.4% | -$44K | 0.77% | 21 |
|
|
2024
Q4 | $10.9M | Buy |
49,527
+2,702
| +6% | +$594K | 0.71% | 24 |
|
|
2024
Q3 | $10.4M | Buy |
46,825
+4,716
| +11% | +$1.04M | 0.68% | 23 |
|
|
2024
Q2 | $7.28M | Buy |
42,109
+4,577
| +12% | +$792K | 0.52% | 34 |
|
|
2024
Q1 | $7.17M | Buy |
37,532
+395
| +1% | +$75.4K | 0.55% | 29 |
|
|
2023
Q4 | $6.07M | Buy |
37,137
+1,566
| +4% | +$256K | 0.51% | 29 |
|
|
2023
Q3 | $4.99M | Buy |
35,571
+3,949
| +12% | +$554K | 0.47% | 35 |
|
|
2023
Q2 | $4.23M | Buy |
31,622
+3,922
| +14% | +$525K | 0.52% | 42 |
|
|
2023
Q1 | $3.63M | Buy |
27,700
+21,514
| +348% | +$2.82M | 0.5% | 43 |
|
|
2022
Q4 | $872K | Buy |
6,186
+483
| +8% | +$68.1K | 0.14% | 105 |
|
|
2022
Q3 | $678K | Buy |
5,703
+669
| +13% | +$79.5K | 0.13% | 112 |
|
|
2022
Q2 | $711K | Buy |
5,034
+382
| +8% | +$54K | 0.13% | 111 |
|
|
2022
Q1 | $605K | Buy |
4,652
+815
| +21% | +$106K | 0.1% | 124 |
|
|
2021
Q4 | $513K | Buy |
3,837
+857
| +29% | +$115K | 0.09% | 129 |
|
|
2021
Q3 | $414K | Buy |
2,980
+477
| +19% | +$66.3K | 0.08% | 133 |
|
|
2021
Q2 | $367K | Buy |
2,503
+635
| +34% | +$93.1K | 0.08% | 126 |
|
|
2021
Q1 | $249K | Buy |
1,868
+275
| +17% | +$36.7K | 0.06% | 145 |
|
|
2020
Q4 | $201K | Buy |
+1,593
| New | +$201K | 0.05% | 151 |
|