TFM
TFC Financial Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Sell |
12,010
-607
| -5% | -$179K | 0.49% | 19 |
|
|
2025
Q1 | $3.14M | Hold |
12,617
| – | – | 0.48% | 22 |
|
|
2024
Q4 | $2.77M | Sell |
12,617
-155
| -1% | -$34.1K | 0.44% | 23 |
|
|
2024
Q3 | $2.82M | Sell |
12,772
-3
| -0% | -$663 | 0.45% | 21 |
|
|
2024
Q2 | $2.21M | Sell |
12,775
-266
| -2% | -$46K | 0.39% | 26 |
|
|
2024
Q1 | $2.49M | Sell |
13,041
-33
| -0.3% | -$6.3K | 0.44% | 22 |
|
|
2023
Q4 | $2.14M | Buy |
13,074
+410
| +3% | +$67.1K | 0.43% | 25 |
|
|
2023
Q3 | $1.78M | Buy |
12,664
+2,062
| +19% | +$289K | 0.42% | 23 |
|
|
2023
Q2 | $1.42M | Buy |
10,602
+432
| +4% | +$57.8K | 0.35% | 28 |
|
|
2023
Q1 | $1.33M | Sell |
10,170
-25
| -0.2% | -$3.28K | 0.34% | 28 |
|
|
2022
Q4 | $1.44M | Sell |
10,195
-35
| -0.3% | -$4.93K | 0.41% | 24 |
|
|
2022
Q3 | $1.22M | Hold |
10,230
| – | – | 0.39% | 25 |
|
|
2022
Q2 | $1.44M | Sell |
10,230
-260
| -2% | -$36.7K | 0.43% | 24 |
|
|
2022
Q1 | $1.36M | Buy |
10,490
+233
| +2% | +$30.3K | 0.39% | 22 |
|
|
2021
Q4 | $1.37M | Sell |
10,257
-406
| -4% | -$54.3K | 0.42% | 21 |
|
|
2021
Q3 | $1.48M | Hold |
10,663
| – | – | 0.49% | 19 |
|
|
2021
Q2 | $1.56M | Sell |
10,663
-38
| -0.4% | -$5.57K | 0.53% | 17 |
|
|
2021
Q1 | $1.43M | Sell |
10,701
-1,306
| -11% | -$174K | 0.56% | 17 |
|
|
2020
Q4 | $1.51M | Sell |
12,007
-993
| -8% | -$125K | 0.64% | 14 |
|
|
2020
Q3 | $1.58M | Buy |
+13,000
| New | +$1.58M | 0.78% | 13 |
|