TWM
Triton Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
+1,494
| New | +$389K | 0.17% | 74 |
|
|
2024
Q4 | $271K | Buy |
1,274
+238
| +23% | +$50.7K | 0.14% | 75 |
|
|
2024
Q3 | $228K | Buy |
+1,036
| New | +$228K | 0.13% | 81 |
|
|
2023
Q3 | – | Sell |
-1,928
| Closed | -$278K | – | 79 |
|
|
2023
Q2 | $278K | Buy |
1,928
+1
| +0.1% | +$144 | 0.16% | 65 |
|
|
2023
Q1 | $262K | Hold |
1,927
| – | – | 0.16% | 61 |
|
|
2022
Q4 | $275K | Buy |
1,927
+34
| +2% | +$4.86K | 0.17% | 62 |
|
|
2022
Q3 | $237K | Hold |
1,893
| – | – | 0.14% | 64 |
|
|
2022
Q2 | $250K | Hold |
1,893
| – | – | 0.18% | 65 |
|
|
2022
Q1 | $260K | Hold |
1,893
| – | – | 0.13% | 74 |
|
|
2021
Q4 | $260K | Hold |
1,893
| – | – | 0.13% | 74 |
|
|
2021
Q3 | $269K | Hold |
1,893
| – | – | 0.13% | 87 |
|
|
2021
Q2 | $271K | Buy |
+1,893
| New | +$271K | 0.15% | 91 |
|