TriaGen Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $745K | Sell |
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|
2025
Q2 | $827K | Buy |
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|
2025
Q1 | $683K | Buy |
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|
2024
Q4 | $576K | Hold |
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|
2024
Q3 | $579K | Sell |
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|
2024
Q2 | $470K | Buy |
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|
2024
Q1 | $502K | Sell |
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|
2023
Q4 | $438K | Sell |
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|
2023
Q3 | $377K | Hold |
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|
2023
Q2 | $359K | Hold |
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|
2023
Q1 | $352K | Hold |
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|
2022
Q4 | $378K | Hold |
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|
2022
Q3 | $319K | Sell |
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|
2022
Q2 | $456K | Hold |
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|
2022
Q1 | $420K | Hold |
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|
2021
Q4 | $431K | Sell |
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|
2021
Q3 | $448K | Buy |
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|
2021
Q2 | $454K | Hold |
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|
2021
Q1 | $430K | Hold |
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|
2020
Q4 | $406K | Buy |
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