TSWM
Triangle Securities Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Hold |
1,761
| – | – | 0.13% | 148 |
|
|
2025
Q1 | $438K | Buy |
1,761
+20
| +1% | +$4.97K | 0.11% | 160 |
|
|
2024
Q4 | $383K | Buy |
1,741
+1
| +0.1% | +$220 | 0.1% | 165 |
|
|
2024
Q3 | $385K | Sell |
1,740
-29
| -2% | -$6.41K | 0.1% | 170 |
|
|
2024
Q2 | $306K | Sell |
1,769
-19
| -1% | -$3.29K | 0.09% | 176 |
|
|
2024
Q1 | $341K | Sell |
1,788
-9
| -0.5% | -$1.72K | 0.1% | 173 |
|
|
2023
Q4 | $294K | Buy |
1,797
+1
| +0.1% | +$164 | 0.09% | 174 |
|
|
2023
Q3 | $252K | Buy |
1,796
+2
| +0.1% | +$281 | 0.09% | 171 |
|
|
2023
Q2 | $240K | Sell |
1,794
-34
| -2% | -$4.55K | 0.08% | 175 |
|
|
2023
Q1 | $240K | Sell |
1,828
-213
| -10% | -$27.9K | 0.09% | 176 |
|
|
2022
Q4 | $288K | Sell |
2,041
-654
| -24% | -$92.2K | 0.11% | 168 |
|
|
2022
Q3 | $320K | Buy |
2,695
+1,005
| +59% | +$119K | 0.13% | 152 |
|
|
2022
Q2 | $239K | Sell |
1,690
-63
| -4% | -$8.91K | 0.09% | 168 |
|
|
2022
Q1 | $228K | Sell |
1,753
-245
| -12% | -$31.9K | 0.08% | 169 |
|
|
2021
Q4 | $267K | Sell |
1,998
-115
| -5% | -$15.4K | 0.08% | 164 |
|
|
2021
Q3 | $294K | Sell |
2,113
-144
| -6% | -$20K | 0.1% | 154 |
|
|
2021
Q2 | $331K | Sell |
2,257
-187
| -8% | -$27.4K | 0.11% | 157 |
|
|
2021
Q1 | $326K | Buy |
2,444
+232
| +10% | +$30.9K | 0.12% | 152 |
|
|
2020
Q4 | $278K | Buy |
2,212
+332
| +18% | +$41.7K | 0.11% | 156 |
|
|
2020
Q3 | $229K | Sell |
1,880
-720
| -28% | -$87.7K | 0.1% | 153 |
|
|
2020
Q2 | $314K | Sell |
2,600
-858
| -25% | -$104K | 0.15% | 132 |
|
|
2020
Q1 | $384K | Buy |
3,458
+1,009
| +41% | +$112K | 0.22% | 110 |
|
|
2019
Q4 | $328K | Sell |
2,449
-619
| -20% | -$82.9K | 0.14% | 127 |
|
|
2019
Q3 | $446K | Buy |
3,068
+256
| +9% | +$37.2K | 0.22% | 115 |
|
|
2019
Q2 | $395K | Buy |
2,812
+959
| +52% | +$135K | 0.2% | 113 |
|
|
2019
Q1 | $261K | Sell |
1,853
-263
| -12% | -$37K | 0.14% | 133 |
|
|
2018
Q4 | $241K | Sell |
2,116
-488
| -19% | -$55.6K | 0.14% | 127 |
|
|
2018
Q3 | $394K | Buy |
2,604
+76
| +3% | +$11.5K | 0.21% | 110 |
|
|
2018
Q2 | $353K | Sell |
2,528
-114
| -4% | -$15.9K | 0.2% | 113 |
|
|
2018
Q1 | $405K | Sell |
2,642
-27
| -1% | -$4.14K | 0.23% | 106 |
|
|
2017
Q4 | $409K | Buy |
2,669
+20
| +0.8% | +$3.07K | 0.23% | 103 |
|
|
2017
Q3 | $384K | Sell |
2,649
-125
| -5% | -$18.1K | 0.23% | 103 |
|
|
2017
Q2 | $427K | Sell |
2,774
-278
| -9% | -$42.8K | 0.28% | 91 |
|
|
2017
Q1 | $531K | Buy |
3,052
+103
| +3% | +$17.9K | 0.34% | 79 |
|
|
2016
Q4 | $490K | Buy |
2,949
+375
| +15% | +$62.3K | 0.33% | 78 |
|
|
2016
Q3 | $409K | Sell |
2,574
-379
| -13% | -$60.2K | 0.28% | 90 |
|
|
2016
Q2 | $448K | Sell |
2,953
-457
| -13% | -$69.3K | 0.33% | 83 |
|
|
2016
Q1 | $516K | Sell |
3,410
-331
| -9% | -$50.1K | 0.34% | 82 |
|
|
2015
Q4 | $515K | Sell |
3,741
-373
| -9% | -$51.3K | 0.35% | 79 |
|
|
2015
Q3 | $596K | Sell |
4,114
-43
| -1% | -$6.23K | 0.45% | 74 |
|
|
2015
Q2 | $676K | Sell |
4,157
-125
| -3% | -$20.3K | 0.48% | 69 |
|
|
2015
Q1 | $687K | Buy |
4,282
+75
| +2% | +$12K | 0.48% | 68 |
|
|
2014
Q4 | $675K | Buy |
4,207
+158
| +4% | +$25.4K | 0.48% | 69 |
|
|
2014
Q3 | $769K | Hold |
4,049
| – | – | 0.59% | 63 |
|
|
2014
Q2 | $734K | Buy |
4,049
+552
| +16% | +$100K | 0.56% | 64 |
|
|
2014
Q1 | $746K | Sell |
3,497
-698
| -17% | -$149K | 0.67% | 54 |
|
|
2013
Q4 | $787K | Buy |
4,195
+389
| +10% | +$73K | 0.64% | 59 |
|
|
2013
Q3 | $705K | Buy |
3,806
+86
| +2% | +$15.9K | 0.61% | 61 |
|
|
2013
Q2 | $711K | Buy |
+3,720
| New | +$711K | 0.53% | 60 |
|