Tradewinds LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,936
| Closed | -$1.48M | – | 160 |
|
|
2025
Q1 | $1.48M | Sell |
5,936
-62
| -1% | -$15.4K | 0.42% | 50 |
|
|
2024
Q4 | $1.53M | Sell |
5,998
-165
| -3% | -$42.1K | 0.43% | 47 |
|
|
2024
Q3 | $1.36M | Buy |
6,163
+183
| +3% | +$40.5K | 0.42% | 51 |
|
|
2024
Q2 | $1.03M | Buy |
+5,980
| New | +$1.03M | 0.32% | 61 |
|
|
2023
Q3 | $557K | Sell |
3,970
-18
| -0.5% | -$2.53K | 0.33% | 51 |
|
|
2023
Q2 | $534K | Buy |
3,988
+27
| +0.7% | +$3.61K | 0.31% | 51 |
|
|
2023
Q1 | $519K | Buy |
+3,961
| New | +$519K | 0.31% | 57 |
|
|
2022
Q4 | – | Sell |
-3,822
| Closed | -$454K | – | 159 |
|
|
2022
Q3 | $454K | Buy |
3,822
+341
| +10% | +$40.5K | 0.33% | 61 |
|
|
2022
Q2 | $492K | Buy |
+3,481
| New | +$492K | 0.33% | 61 |
|