Triune Financial Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Buy |
1,730
+6
| +0.3% | +$1.77K | 0.14% | 21 |
|
|
2025
Q1 | $429K | Hold |
1,724
| – | – | 0.14% | 22 |
|
|
2024
Q4 | $379K | Hold |
1,724
| – | – | 0.12% | 22 |
|
|
2024
Q3 | $381K | Hold |
1,724
| – | – | 0.12% | 20 |
|
|
2024
Q2 | $298K | Hold |
1,724
| – | – | 0.1% | 23 |
|
|
2024
Q1 | $329K | Hold |
1,724
| – | – | 0.11% | 24 |
|
|
2023
Q4 | $282K | Hold |
1,724
| – | – | 0.1% | 25 |
|
|
2023
Q3 | $242K | Hold |
1,724
| – | – | 0.1% | 28 |
|
|
2023
Q2 | $231K | Hold |
1,724
| – | – | 0.09% | 28 |
|
|
2023
Q1 | $226K | Hold |
1,724
| – | – | 0.1% | 25 |
|
|
2022
Q4 | $243K | Hold |
1,724
| – | – | 0.11% | 22 |
|
|
2022
Q3 | $205K | Hold |
1,724
| – | – | 0.12% | 20 |
|
|
2022
Q2 | $243K | Hold |
1,724
| – | – | 0.13% | 18 |
|
|
2022
Q1 | $224K | Hold |
1,724
| – | – | 0.12% | 22 |
|
|
2021
Q4 | $230K | Buy |
+1,724
| New | +$230K | 0.12% | 22 |
|
|
2021
Q2 | $253K | Buy |
+1,803
| New | +$253K | 0.21% | 16 |
|