TriaGen Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Buy |
2,805
+59
| +2% | +$17.4K | 0.25% | 83 |
|
|
2025
Q1 | $683K | Buy |
2,746
+127
| +5% | +$31.6K | 0.24% | 83 |
|
|
2024
Q4 | $576K | Hold |
2,619
| – | – | 0.19% | 98 |
|
|
2024
Q3 | $579K | Sell |
2,619
-100
| -4% | -$22.1K | 0.19% | 99 |
|
|
2024
Q2 | $470K | Buy |
2,719
+89
| +3% | +$15.4K | 0.18% | 103 |
|
|
2024
Q1 | $502K | Sell |
2,630
-50
| -2% | -$9.55K | 0.21% | 97 |
|
|
2023
Q4 | $438K | Sell |
2,680
-4
| -0.1% | -$654 | 0.21% | 98 |
|
|
2023
Q3 | $377K | Hold |
2,684
| – | – | 0.19% | 103 |
|
|
2023
Q2 | $359K | Hold |
2,684
| – | – | 0.16% | 116 |
|
|
2023
Q1 | $352K | Hold |
2,684
| – | – | 0.18% | 109 |
|
|
2022
Q4 | $378K | Hold |
2,684
| – | – | 0.21% | 109 |
|
|
2022
Q3 | $319K | Sell |
2,684
-544
| -17% | -$64.7K | 0.18% | 115 |
|
|
2022
Q2 | $456K | Hold |
3,228
| – | – | 0.32% | 79 |
|
|
2022
Q1 | $420K | Hold |
3,228
| – | – | 0.22% | 115 |
|
|
2021
Q4 | $431K | Sell |
3,228
-148
| -4% | -$19.8K | 0.21% | 111 |
|
|
2021
Q3 | $448K | Buy |
3,376
+4
| +0.1% | +$531 | 0.24% | 104 |
|
|
2021
Q2 | $454K | Hold |
3,372
| – | – | 0.23% | 107 |
|
|
2021
Q1 | $430K | Hold |
3,372
| – | – | 0.25% | 102 |
|
|
2020
Q4 | $406K | Buy |
+3,372
| New | +$406K | 0.24% | 111 |
|