Transatlantique Private 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 | $2.12M | Buy |
7,207
+134
| +2% | +$39.5K | 0.78% | 31 |
|
|
2025
Q1 | $1.76M | Buy |
7,073
+137
| +2% | +$34.1K | 0.7% | 35 |
|
|
2024
Q4 | $1.52M | Buy |
6,936
+2
| +0% | +$440 | 0.58% | 44 |
|
|
2024
Q3 | $1.53M | Sell |
6,934
-1,518
| -18% | -$336K | 0.59% | 43 |
|
|
2024
Q2 | $1.44M | Sell |
8,452
-2,608
| -24% | -$446K | 0.59% | 45 |
|
|
2024
Q1 | $2.09M | Sell |
11,060
-425
| -4% | -$80.3K | 0.91% | 25 |
|
|
2023
Q4 | $1.85M | Sell |
11,485
-104
| -0.9% | -$16.8K | 0.86% | 24 |
|
|
2023
Q3 | $1.61M | Sell |
11,589
-5
| -0% | -$696 | 0.86% | 28 |
|
|
2023
Q2 | $1.55M | Sell |
11,594
-4
| -0% | -$535 | 0.81% | 28 |
|
|
2023
Q1 | $1.5M | Sell |
11,598
-675
| -5% | -$87.4K | 0.83% | 29 |
|
|
2022
Q4 | $1.71M | Buy |
12,273
+1,408
| +13% | +$197K | 1.03% | 20 |
|
|
2022
Q3 | $1.29M | Sell |
10,865
-48
| -0.4% | -$5.7K | 0.86% | 30 |
|
|
2022
Q2 | $1.54M | Buy |
+10,913
| New | +$1.54M | 1.07% | 16 |
|