Trinity Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $469K | Sell |
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|
2025
Q2 | $490K | Buy |
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|
2025
Q1 | $412K | Buy |
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|
2024
Q4 | $362K | Buy |
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|
2024
Q3 | $363K | Hold |
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|
2024
Q2 | $284K | Hold |
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|
2024
Q1 | $314K | Hold |
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|
2023
Q4 | $269K | Hold |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $220K | Hold |
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|
2023
Q1 | $215K | Hold |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $214K | Hold |
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|
2021
Q4 | $220K | Sell |
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|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $219K | Hold |
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|
2020
Q4 | $207K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $272K | Buy |
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|
2019
Q4 | $324K | Buy |
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