Tilia Fiduciary Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
7,125
+300
| +4% | +$88.4K | 1.28% | 34 |
|
|
2025
Q1 | $1.7M | Buy |
+6,825
| New | +$1.7M | 1.13% | 36 |
|
|
2023
Q3 | – | Sell |
-36
| Closed | -$4.83K | – | 257 |
|
|
2023
Q2 | $4.83K | Sell |
36
-630
| -95% | -$84.6K | ﹤0.01% | 437 |
|
|
2023
Q1 | $87.3K | Buy |
666
+630
| +1,750% | +$82.6K | 0.08% | 153 |
|
|
2022
Q4 | $5.09K | Hold |
36
| – | – | ﹤0.01% | 408 |
|
|
2022
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 438 |
|
|
2022
Q2 | $5K | Sell |
36
-125
| -78% | -$17.4K | ﹤0.01% | 434 |
|
|
2022
Q1 | $21K | Sell |
161
-981
| -86% | -$128K | 0.02% | 314 |
|
|
2021
Q4 | $153K | Buy |
+1,142
| New | +$153K | 0.12% | 122 |
|