TIA
Traphagen Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
3,582
-3
| -0.1% | -$884 | 0.1% | 69 |
|
|
2025
Q1 | $891K | Sell |
3,585
-593
| -14% | -$147K | 0.09% | 78 |
|
|
2024
Q4 | $919K | Buy |
4,178
+1,002
| +32% | +$220K | 0.09% | 75 |
|
|
2024
Q3 | $702K | Sell |
3,176
-153
| -5% | -$33.8K | 0.07% | 88 |
|
|
2024
Q2 | $576K | Buy |
3,329
+133
| +4% | +$23K | 0.06% | 94 |
|
|
2024
Q1 | $610K | Buy |
3,196
+38
| +1% | +$7.26K | 0.07% | 88 |
|
|
2023
Q4 | $516K | Sell |
3,158
-108
| -3% | -$17.7K | 0.06% | 97 |
|
|
2023
Q3 | $458K | Buy |
3,266
+1
| +0% | +$140 | 0.06% | 89 |
|
|
2023
Q2 | $437K | Sell |
3,265
-106
| -3% | -$14.2K | 0.06% | 97 |
|
|
2023
Q1 | $442K | Buy |
3,371
+258
| +8% | +$33.8K | 0.07% | 95 |
|
|
2022
Q4 | $439K | Buy |
3,113
+21
| +0.7% | +$2.96K | 0.07% | 86 |
|
|
2022
Q3 | $367K | Sell |
3,092
-228
| -7% | -$27.1K | 0.07% | 85 |
|
|
2022
Q2 | $469K | Buy |
3,320
+38
| +1% | +$5.37K | 0.09% | 74 |
|
|
2022
Q1 | $427K | Sell |
3,282
-38
| -1% | -$4.94K | 0.07% | 83 |
|
|
2021
Q4 | $444K | Sell |
3,320
-36
| -1% | -$4.81K | 0.07% | 85 |
|
|
2021
Q3 | $466K | Buy |
3,356
+477
| +17% | +$66.3K | 0.08% | 79 |
|
|
2021
Q2 | $422K | Buy |
2,879
+22
| +0.8% | +$3.23K | 0.07% | 90 |
|
|
2021
Q1 | $381K | Sell |
2,857
-404
| -12% | -$53.8K | 0.07% | 92 |
|
|
2020
Q4 | $411K | Sell |
3,261
-121
| -4% | -$15.2K | 0.07% | 86 |
|
|
2020
Q3 | $412K | Sell |
3,382
-86
| -2% | -$10.5K | 0.08% | 79 |
|
|
2020
Q2 | $419K | Buy |
3,468
+44
| +1% | +$5.31K | 0.09% | 79 |
|
|
2020
Q1 | $380K | Buy |
3,424
+110
| +3% | +$12.2K | 0.1% | 80 |
|
|
2019
Q4 | $444K | Sell |
3,314
-4
| -0.1% | -$536 | 0.11% | 77 |
|
|
2019
Q3 | $482K | Buy |
3,318
+10
| +0.3% | +$1.45K | 0.13% | 64 |
|
|
2019
Q2 | $456K | Buy |
3,308
+419
| +15% | +$57.8K | 0.12% | 64 |
|
|
2019
Q1 | $408K | Buy |
+2,889
| New | +$408K | 0.12% | 68 |
|