Trifecta Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2K | Hold |
55
| – | – | ﹤0.01% | 223 |
|
|
2025
Q1 | $13.7K | Sell |
55
-1
| -2% | -$249 | ﹤0.01% | 208 |
|
|
2024
Q4 | $12.3K | Hold |
56
| – | – | ﹤0.01% | 207 |
|
|
2024
Q3 | $12.4K | Hold |
56
| – | – | ﹤0.01% | 208 |
|
|
2024
Q2 | $9.69K | Hold |
56
| – | – | ﹤0.01% | 219 |
|
|
2024
Q1 | $10.7K | Sell |
56
-3
| -5% | -$573 | ﹤0.01% | 200 |
|
|
2023
Q4 | $9.65K | Hold |
59
| – | – | ﹤0.01% | 204 |
|
|
2023
Q3 | $8.28K | Hold |
59
| – | – | ﹤0.01% | 218 |
|
|
2023
Q2 | $7.9K | Hold |
59
| – | – | ﹤0.01% | 210 |
|
|
2023
Q1 | $7.74K | Hold |
59
| – | – | ﹤0.01% | 213 |
|
|
2022
Q4 | $8.31K | Buy |
+59
| New | +$8.31K | ﹤0.01% | 201 |
|