Trajan Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.62M | Sell |
19,052
-139
| -0.7% | -$41K | 0.27% | 65 |
|
|
2025
Q1 | $4.77M | Sell |
19,191
-7,243
| -27% | -$1.8M | 0.26% | 87 |
|
|
2024
Q4 | $5.81M | Sell |
26,434
-976
| -4% | -$215K | 0.32% | 60 |
|
|
2024
Q3 | $6.06M | Sell |
27,410
-105
| -0.4% | -$23.2K | 0.36% | 59 |
|
|
2024
Q2 | $4.76M | Buy |
27,515
+33
| +0.1% | +$5.71K | 0.31% | 64 |
|
|
2024
Q1 | $5.25M | Buy |
+27,482
| New | +$5.25M | 0.36% | 61 |
|