TrinityPoint Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.44M | Buy |
6,536
+31
| +0.5% | +$6.82K | 0.2% | 116 |
|
|
2024
Q3 | $1.44M | Sell |
6,505
-80
| -1% | -$17.7K | 0.21% | 118 |
|
|
2024
Q2 | $1.14M | Buy |
6,585
+7
| +0.1% | +$1.21K | 0.18% | 131 |
|
|
2024
Q1 | $1.26M | Buy |
6,578
+2,669
| +68% | +$510K | 0.21% | 113 |
|
|
2023
Q4 | $639K | Buy |
3,909
+428
| +12% | +$70K | 0.12% | 167 |
|
|
2023
Q3 | $488K | Sell |
3,481
-37
| -1% | -$5.19K | 0.1% | 178 |
|
|
2023
Q2 | $471K | Sell |
3,518
-222
| -6% | -$29.7K | 0.09% | 181 |
|
|
2023
Q1 | $490K | Buy |
3,740
+23
| +0.6% | +$3.02K | 0.11% | 174 |
|
|
2022
Q4 | $524K | Sell |
3,717
-15
| -0.4% | -$2.11K | 0.12% | 166 |
|
|
2022
Q3 | $443K | Sell |
3,732
-80
| -2% | -$9.5K | 0.1% | 169 |
|
|
2022
Q2 | $538K | Buy |
3,812
+627
| +20% | +$88.5K | 0.12% | 149 |
|
|
2022
Q1 | $414K | Sell |
3,185
-228
| -7% | -$29.6K | 0.08% | 202 |
|
|
2021
Q4 | $456K | Sell |
3,413
-1,209
| -26% | -$162K | 0.08% | 198 |
|
|
2021
Q3 | $614K | Buy |
4,622
+1,031
| +29% | +$137K | 0.12% | 149 |
|
|
2021
Q2 | $503K | Buy |
3,591
+1,023
| +40% | +$143K | 0.1% | 170 |
|
|
2021
Q1 | $327K | Sell |
2,568
-1,407
| -35% | -$179K | 0.08% | 194 |
|
|
2020
Q4 | $466K | Sell |
3,975
-6,256
| -61% | -$733K | 0.11% | 152 |
|
|
2020
Q3 | $1.19M | Sell |
10,231
-2,053
| -17% | -$239K | 0.33% | 81 |
|
|
2020
Q2 | $1.42M | Buy |
12,284
+90
| +0.7% | +$10.4K | 0.45% | 62 |
|
|
2020
Q1 | $1.29M | Buy |
12,194
+6,742
| +124% | +$715K | 0.51% | 50 |
|
|
2019
Q4 | $699K | Sell |
5,452
-491
| -8% | -$63K | 0.24% | 111 |
|
|
2019
Q3 | $782K | Buy |
5,943
+927
| +18% | +$122K | 0.27% | 100 |
|
|
2019
Q2 | $719K | Buy |
5,016
+27
| +0.5% | +$3.87K | 0.34% | 74 |
|
|
2019
Q1 | $673K | Buy |
4,989
+1,175
| +31% | +$159K | 0.33% | 85 |
|
|
2018
Q4 | $414K | Buy |
+3,814
| New | +$414K | 0.25% | 98 |
|