Towercrest Capital Management’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$615K Sell
2,086
-1
-0% -$295 0.11% 59
2025
Q1
$519K Sell
2,087
-500
-19% -$124K 0.1% 62
2024
Q4
$569K Hold
2,587
0.09% 64
2024
Q3
$572K Buy
2,587
+1
+0% +$221 0.09% 66
2024
Q2
$447K Hold
2,586
0.07% 77
2024
Q1
$494K Buy
2,586
+672
+35% +$128K 0.08% 74
2023
Q4
$313K Buy
1,914
+9
+0.5% +$1.47K 0.06% 85
2023
Q3
$267K Sell
1,905
-12
-0.6% -$1.68K 0.05% 89
2023
Q2
$256K Buy
+1,917
New +$256K 0.05% 95
2023
Q1
Sell
-1,466
Closed -$207K 95
2022
Q4
$207K Buy
+1,466
New +$207K 0.05% 91
2022
Q3
Sell
-1,470
Closed -$208K 90
2022
Q2
$208K Buy
+1,470
New +$208K 0.05% 91
2021
Q3
Sell
-1,498
Closed -$210K 95
2021
Q2
$210K Buy
+1,498
New +$210K 0.04% 88
2019
Q4
Sell
-1,492
Closed -$207K 81
2019
Q3
$207K Sell
1,492
-87
-6% -$12.1K 0.06% 70
2019
Q2
$208K Sell
1,579
-51
-3% -$6.72K 0.06% 72
2019
Q1
$219K Buy
+1,630
New +$219K 0.06% 65
2018
Q3
Sell
-1,541
Closed -$206K 75
2018
Q2
$206K Buy
+1,541
New +$206K 0.06% 76