TLP
Trinity Legacy Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+720
| New | +$203K | 0.05% | 94 |
|
|
2025
Q1 | – | Sell |
-3,015
| Closed | -$663K | – | 96 |
|
|
2024
Q4 | $663K | Hold |
3,015
| – | – | 0.17% | 74 |
|
|
2024
Q3 | $709K | Hold |
3,015
| – | – | 0.18% | 73 |
|
|
2024
Q2 | $521K | Hold |
3,015
| – | – | 0.15% | 75 |
|
|
2024
Q1 | $576K | Sell |
3,015
-388
| -11% | -$74.1K | 0.17% | 69 |
|
|
2023
Q4 | $557K | Sell |
3,403
-120
| -3% | -$19.6K | 0.18% | 74 |
|
|
2023
Q3 | $494K | Sell |
3,523
-200
| -5% | -$28.1K | 0.17% | 74 |
|
|
2023
Q2 | $498K | Hold |
3,723
| – | – | 0.17% | 59 |
|
|
2023
Q1 | $488K | Hold |
3,723
| – | – | 0.18% | 59 |
|
|
2022
Q4 | $525K | Hold |
3,723
| – | – | 0.21% | 54 |
|
|
2022
Q3 | $442K | Sell |
3,723
-255
| -6% | -$30.3K | 0.19% | 54 |
|
|
2022
Q2 | $561K | Buy |
3,978
+247
| +7% | +$34.8K | 0.22% | 62 |
|
|
2022
Q1 | $485K | Buy |
3,731
+3
| +0.1% | +$390 | 0.16% | 67 |
|
|
2021
Q4 | $498K | Hold |
3,728
| – | – | 0.17% | 68 |
|
|
2021
Q3 | $518K | Sell |
3,728
-377
| -9% | -$52.4K | 0.19% | 66 |
|
|
2021
Q2 | $576K | Buy |
4,105
+275
| +7% | +$38.6K | 0.21% | 62 |
|
|
2021
Q1 | $512K | Sell |
3,830
-450
| -11% | -$60.2K | 0.2% | 55 |
|
|
2020
Q4 | $539K | Buy |
4,280
+235
| +6% | +$29.6K | 0.24% | 49 |
|
|
2020
Q3 | $506K | Buy |
4,045
+225
| +6% | +$28.1K | 0.24% | 47 |
|
|
2020
Q2 | $459K | Buy |
+3,820
| New | +$459K | 0.24% | 48 |
|
|
2020
Q1 | – | Sell |
-9,581
| Closed | -$1.31M | – | 76 |
|
|
2019
Q4 | $1.31M | Sell |
9,581
-11,006
| -53% | -$1.5M | 0.61% | 32 |
|
|
2019
Q3 | $2.92M | Sell |
20,587
-500
| -2% | -$71K | 1.45% | 19 |
|
|
2019
Q2 | $2.87M | Buy |
21,087
+7,556
| +56% | +$1.03M | 1.97% | 18 |
|
|
2019
Q1 | $1.91M | Sell |
13,531
-558
| -4% | -$78.7K | 1.25% | 30 |
|
|
2018
Q4 | $1.6M | Buy |
+14,089
| New | +$1.6M | 1.55% | 23 |
|