TI-Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Hold |
4,455
| – | – | 0.88% | 35 |
|
|
2025
Q1 | $1.11M | Sell |
4,455
-27
| -0.6% | -$6.71K | 0.73% | 38 |
|
|
2024
Q4 | $985K | Sell |
4,482
-27
| -0.6% | -$5.94K | 0.66% | 42 |
|
|
2024
Q3 | $997K | Sell |
4,509
-3
| -0.1% | -$663 | 0.71% | 41 |
|
|
2024
Q2 | $780K | Sell |
4,512
-10
| -0.2% | -$1.73K | 0.6% | 43 |
|
|
2024
Q1 | $864K | Hold |
4,522
| – | – | 0.63% | 42 |
|
|
2023
Q4 | $740K | Hold |
4,522
| – | – | 0.65% | 42 |
|
|
2023
Q3 | $634K | Hold |
4,522
| – | – | 0.61% | 45 |
|
|
2023
Q2 | $605K | Hold |
4,522
| – | – | 0.56% | 50 |
|
|
2023
Q1 | $593K | Hold |
4,522
| – | – | 0.56% | 55 |
|
|
2022
Q4 | $637K | Sell |
4,522
-100
| -2% | -$14.1K | 0.61% | 51 |
|
|
2022
Q3 | $549K | Hold |
4,622
| – | – | 0.59% | 55 |
|
|
2022
Q2 | $653K | Hold |
4,622
| – | – | 0.67% | 46 |
|
|
2022
Q1 | $601K | Hold |
4,622
| – | – | 0.55% | 59 |
|
|
2021
Q4 | $618K | Buy |
+4,622
| New | +$618K | 0.55% | 63 |
|
|
2019
Q4 | $647K | Buy |
+5,044
| New | +$647K | 0.64% | 50 |
|