TCM
Tradewinds Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
910
+10
| +1% | +$2.95K | 0.07% | 87 |
|
|
2025
Q1 | $224K | Sell |
900
-53
| -6% | -$13.2K | 0.06% | 90 |
|
|
2024
Q4 | $209K | Buy |
953
+853
| +853% | +$187K | 0.06% | 106 |
|
|
2024
Q3 | $22.1K | Hold |
100
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $17.3K | Buy |
100
+3
| +3% | +$519 | 0.01% | 274 |
|
|
2024
Q1 | $18.5K | Hold |
97
| – | – | 0.01% | 237 |
|
|
2023
Q4 | $15.9K | Hold |
97
| – | – | 0.01% | 210 |
|
|
2023
Q3 | $13.6K | Hold |
97
| – | – | ﹤0.01% | 214 |
|
|
2023
Q2 | $13K | Hold |
97
| – | – | ﹤0.01% | 218 |
|
|
2023
Q1 | $12.7K | Sell |
97
-23
| -19% | -$3.02K | ﹤0.01% | 222 |
|
|
2022
Q4 | $16.9K | Buy |
120
+23
| +24% | +$3.24K | 0.01% | 177 |
|
|
2022
Q3 | $12K | Hold |
97
| – | – | ﹤0.01% | 196 |
|
|
2022
Q2 | $14K | Sell |
97
-1,999
| -95% | -$289K | 0.01% | 183 |
|
|
2022
Q1 | $273K | Hold |
2,096
| – | – | 0.04% | 96 |
|
|
2021
Q4 | $280K | Hold |
2,096
| – | – | 0.04% | 101 |
|
|
2021
Q3 | $291K | Buy |
2,096
+500
| +31% | +$69.4K | 0.05% | 91 |
|
|
2021
Q2 | $234K | Hold |
1,596
| – | – | 0.04% | 110 |
|
|
2021
Q1 | $213K | Sell |
1,596
-163
| -9% | -$21.8K | 0.04% | 113 |
|
|
2020
Q4 | $221K | Buy |
1,759
+71
| +4% | +$8.92K | 0.05% | 107 |
|
|
2020
Q3 | $205K | Sell |
1,688
-10
| -0.6% | -$1.21K | 0.05% | 98 |
|
|
2020
Q2 | $205K | Hold |
1,698
| – | – | 0.05% | 95 |
|
|
2020
Q1 | $188K | Buy |
1,698
+5
| +0.3% | +$554 | 0.06% | 85 |
|
|
2019
Q4 | $227K | Hold |
1,693
| – | – | 0.07% | 92 |
|
|
2019
Q3 | $246K | Buy |
1,693
+89
| +6% | +$12.9K | 0.1% | 76 |
|
|
2019
Q2 | $221K | Hold |
1,604
| – | – | 0.09% | 82 |
|
|
2019
Q1 | $226K | Hold |
1,604
| – | – | 0.08% | 98 |
|
|
2018
Q4 | $182K | Sell |
1,604
-100
| -6% | -$11.3K | 0.09% | 99 |
|
|
2018
Q3 | $258K | Hold |
1,704
| – | – | 0.1% | 84 |
|
|
2018
Q2 | $238K | Hold |
1,704
| – | – | 0.1% | 92 |
|
|
2018
Q1 | $261K | Sell |
1,704
-369
| -18% | -$56.5K | 0.12% | 84 |
|
|
2017
Q4 | $318K | Sell |
2,073
-6
| -0.3% | -$920 | 0.16% | 72 |
|
|
2017
Q3 | $302K | Sell |
2,079
-353
| -15% | -$51.3K | 0.15% | 76 |
|
|
2017
Q2 | $374K | Sell |
2,432
-98
| -4% | -$15.1K | 0.2% | 67 |
|
|
2017
Q1 | $441K | Buy |
2,530
+182
| +8% | +$31.7K | 0.28% | 59 |
|
|
2016
Q4 | $390K | Buy |
2,348
+39
| +2% | +$6.48K | 0.26% | 62 |
|
|
2016
Q3 | $367K | Buy |
2,309
+2
| +0.1% | +$318 | 0.26% | 66 |
|
|
2016
Q2 | $350K | Buy |
2,307
+34
| +1% | +$5.16K | 0.25% | 71 |
|
|
2016
Q1 | $344K | Sell |
2,273
-38
| -2% | -$5.75K | 0.23% | 79 |
|
|
2015
Q4 | $318K | Sell |
2,311
-144
| -6% | -$19.8K | 0.23% | 80 |
|
|
2015
Q3 | $356K | Sell |
2,455
-5
| -0.2% | -$725 | 0.28% | 70 |
|
|
2015
Q2 | $400K | Sell |
2,460
-219
| -8% | -$35.6K | 0.28% | 65 |
|
|
2015
Q1 | $430K | Sell |
2,679
-768
| -22% | -$123K | 0.32% | 61 |
|
|
2014
Q4 | $553K | Buy |
3,447
+290
| +9% | +$46.5K | 0.4% | 47 |
|
|
2014
Q3 | $599K | Sell |
3,157
-29
| -0.9% | -$5.5K | 0.45% | 45 |
|
|
2014
Q2 | $578K | Sell |
3,186
-362
| -10% | -$65.7K | 0.44% | 47 |
|
|
2014
Q1 | $683K | Buy |
3,548
+477
| +16% | +$91.8K | 0.56% | 34 |
|
|
2013
Q4 | $576K | Buy |
+3,071
| New | +$576K | 0.47% | 39 |
|