TCPWM
Traverso Chambers Private Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.29M | Sell |
7,914
-87
| -1% | -$14.2K | 0.31% | 44 |
|
|
2023
Q3 | $1.12M | Buy |
8,001
+159
| +2% | +$22.3K | 0.3% | 43 |
|
|
2023
Q2 | $1.05M | Sell |
7,842
-302
| -4% | -$40.4K | 0.28% | 48 |
|
|
2023
Q1 | $1.07M | Buy |
8,144
+20
| +0.2% | +$2.62K | 0.29% | 45 |
|
|
2022
Q4 | $1.14M | Buy |
8,124
+169
| +2% | +$23.8K | 0.33% | 42 |
|
|
2022
Q3 | $945K | Buy |
7,955
+268
| +3% | +$31.8K | 0.29% | 48 |
|
|
2022
Q2 | $1.09M | Buy |
7,687
+636
| +9% | +$89.8K | 0.36% | 40 |
|
|
2022
Q1 | $917K | Buy |
7,051
+77
| +1% | +$10K | 0.27% | 49 |
|
|
2021
Q4 | $932K | Buy |
6,974
+455
| +7% | +$60.8K | 0.28% | 48 |
|
|
2021
Q3 | $906K | Buy |
6,519
+170
| +3% | +$23.6K | 0.28% | 48 |
|
|
2021
Q2 | $931K | Buy |
6,349
+558
| +10% | +$81.8K | 0.29% | 44 |
|
|
2021
Q1 | $772K | Buy |
5,791
+229
| +4% | +$30.5K | 0.26% | 51 |
|
|
2020
Q4 | $700K | Buy |
5,562
+687
| +14% | +$86.5K | 0.25% | 54 |
|
|
2020
Q3 | $593K | Buy |
4,875
+1,121
| +30% | +$136K | 0.23% | 53 |
|
|
2020
Q2 | $453K | Buy |
3,754
+402
| +12% | +$48.5K | 0.19% | 58 |
|
|
2020
Q1 | $372K | Hold |
3,352
| – | – | 0.18% | 63 |
|
|
2019
Q4 | $449K | Sell |
3,352
-106
| -3% | -$14.2K | 0.19% | 58 |
|
|
2019
Q3 | $503K | Hold |
3,458
| – | – | 0.24% | 57 |
|
|
2019
Q2 | $485K | Sell |
3,458
-130
| -4% | -$18.2K | 0.24% | 53 |
|
|
2019
Q1 | $506K | Hold |
3,588
| – | – | 0.25% | 53 |
|
|
2018
Q4 | $408K | Buy |
+3,588
| New | +$408K | 0.22% | 58 |
|