TWM
Trinity Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
1,664
+8
| +0.5% | +$2.36K | 0.19% | 50 |
|
|
2025
Q1 | $412K | Buy |
1,656
+8
| +0.5% | +$1.99K | 0.19% | 40 |
|
|
2024
Q4 | $362K | Buy |
1,648
+4
| +0.2% | +$879 | 0.16% | 43 |
|
|
2024
Q3 | $363K | Hold |
1,644
| – | – | 0.17% | 40 |
|
|
2024
Q2 | $284K | Hold |
1,644
| – | – | 0.14% | 39 |
|
|
2024
Q1 | $314K | Hold |
1,644
| – | – | 0.16% | 36 |
|
|
2023
Q4 | $269K | Hold |
1,644
| – | – | 0.16% | 38 |
|
|
2023
Q3 | $231K | Hold |
1,644
| – | – | 0.14% | 39 |
|
|
2023
Q2 | $220K | Hold |
1,644
| – | – | 0.13% | 39 |
|
|
2023
Q1 | $215K | Hold |
1,644
| – | – | 0.14% | 39 |
|
|
2022
Q4 | $232K | Buy |
+1,644
| New | +$232K | 0.16% | 39 |
|
|
2022
Q3 | – | Sell |
-1,644
| Closed | -$232K | – | 37 |
|
|
2022
Q2 | $232K | Hold |
1,644
| – | – | 0.18% | 35 |
|
|
2022
Q1 | $214K | Hold |
1,644
| – | – | 0.15% | 39 |
|
|
2021
Q4 | $220K | Hold |
1,644
| – | – | 0.15% | 35 |
|
|
2021
Q3 | $228K | Hold |
1,644
| – | – | 0.17% | 35 |
|
|
2021
Q2 | $241K | Hold |
1,644
| – | – | 0.19% | 28 |
|
|
2021
Q1 | $219K | Hold |
1,644
| – | – | 0.19% | 26 |
|
|
2020
Q4 | $207K | Buy |
+1,644
| New | +$207K | 0.19% | 23 |
|
|
2020
Q2 | – | Sell |
-2,448
| Closed | -$272K | – | 22 |
|
|
2020
Q1 | $272K | Buy |
2,448
+28
| +1% | +$3.11K | 0.36% | 22 |
|
|
2019
Q4 | $324K | Buy |
+2,420
| New | +$324K | 0.33% | 22 |
|