TritonPoint Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Buy |
2,790
+521
| +23% | +$154K | 0.08% | 171 |
|
|
2025
Q1 | $564K | Buy |
2,269
+173
| +8% | +$43K | 0.05% | 201 |
|
|
2024
Q4 | $461K | Sell |
2,096
-47
| -2% | -$10.3K | 0.04% | 215 |
|
|
2024
Q3 | $473K | Sell |
2,143
-327
| -13% | -$72.2K | 0.04% | 216 |
|
|
2024
Q2 | $427K | Buy |
2,470
+129
| +6% | +$22.3K | 0.04% | 220 |
|
|
2024
Q1 | $437K | Sell |
2,341
-549
| -19% | -$102K | 0.05% | 214 |
|
|
2023
Q4 | $473K | Buy |
+2,890
| New | +$473K | 0.05% | 218 |
|