Traphagen Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $872K | Sell |
3,596
-153
| -4% | -$41.4K | 0.07% | 84 |
|
|
2025
Q4 | $1.11M | Sell |
3,749
-170
| -4% | -$50.9K | 0.09% | 70 |
|
|
2025
Q3 | $1.11M | Buy |
3,919
+337
| +9% | +$88.2K | 0.1% | 67 |
|
|
2025
Q2 | $1.06M | Sell |
3,582
-3
| -0.1% | -$773 | 0.1% | 69 |
|
|
2025
Q1 | $891K | Sell |
3,585
-593
| -14% | -$145K | 0.09% | 78 |
|
|
2024
Q4 | $919K | Buy |
4,178
+1,002
| +32% | +$223K | 0.09% | 75 |
|
|
2024
Q3 | $702K | Sell |
3,176
-153
| -5% | -$30K | 0.07% | 88 |
|
|
2024
Q2 | $576K | Buy |
3,329
+133
| +4% | +$23.1K | 0.06% | 94 |
|
|
2024
Q1 | $610K | Buy |
3,196
+38
| +1% | +$6.93K | 0.07% | 88 |
|
|
2023
Q4 | $516K | Sell |
3,158
-108
| -3% | -$16.3K | 0.06% | 97 |
|
|
2023
Q3 | $458K | Buy |
3,266
+1
| +0% | +$142 | 0.06% | 89 |
|
|
2023
Q2 | $437K | Sell |
3,265
-106
| -3% | -$13.7K | 0.06% | 97 |
|
|
2023
Q1 | $442K | Buy |
3,371
+258
| +8% | +$34.5K | 0.07% | 95 |
|
|
2022
Q4 | $439K | Buy |
3,113
+21
| +0.7% | +$2.9K | 0.07% | 86 |
|
|
2022
Q3 | $367K | Sell |
3,092
-228
| -7% | -$29.9K | 0.07% | 85 |
|
|
2022
Q2 | $469K | Buy |
3,320
+38
| +1% | +$5.13K | 0.09% | 74 |
|
|
2022
Q1 | $427K | Sell |
3,282
-38
| -1% | -$4.96K | 0.07% | 83 |
|
|
2021
Q4 | $444K | Sell |
3,320
-190
| -5% | -$23.8K | 0.07% | 85 |
|
|
2021
Q3 | $466K | Buy |
3,510
+499
| +17% | +$66.7K | 0.08% | 79 |
|
|
2021
Q2 | $422K | Buy |
3,011
+23
| +0.8% | +$3.15K | 0.07% | 90 |
|
|
2021
Q1 | $381K | Sell |
2,988
-423
| -12% | -$50.6K | 0.07% | 92 |
|
|
2020
Q4 | $411K | Sell |
3,411
-127
| -4% | -$14.7K | 0.07% | 86 |
|
|
2020
Q3 | $412K | Sell |
3,538
-90
| -2% | -$10.6K | 0.08% | 79 |
|
|
2020
Q2 | $419K | Buy |
3,628
+46
| +1% | +$5.34K | 0.09% | 79 |
|
|
2020
Q1 | $380K | Buy |
3,582
+116
| +3% | +$14.7K | 0.1% | 80 |
|
|
2019
Q4 | $444K | Sell |
3,466
-5
| -0.1% | -$650 | 0.11% | 77 |
|
|
2019
Q3 | $482K | Buy |
3,471
+11
| +0.3% | +$1.48K | 0.13% | 64 |
|
|
2019
Q2 | $456K | Buy |
3,460
+438
| +14% | +$57.5K | 0.12% | 64 |
|
|
2019
Q1 | $408K | Buy |
+3,022
| New | +$385K | 0.12% | 68 |
|
Other funds holding IBM
VCM
VPM
