TPA
Trivium Point Advisory’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Hold |
10,057
| – | – | 0.32% | 85 |
|
|
2025
Q1 | $2.5M | Buy |
10,057
+1,488
| +17% | +$370K | 0.31% | 93 |
|
|
2024
Q4 | $1.88M | Buy |
8,569
+389
| +5% | +$85.5K | 0.24% | 112 |
|
|
2024
Q3 | $1.73M | Sell |
8,180
-3,076
| -27% | -$649K | 0.24% | 117 |
|
|
2024
Q2 | $1.95M | Buy |
11,256
+2,676
| +31% | +$463K | 0.29% | 101 |
|
|
2024
Q1 | $1.64M | Sell |
8,580
-773
| -8% | -$148K | 0.35% | 80 |
|
|
2023
Q4 | $1.53M | Sell |
9,353
-917
| -9% | -$150K | 0.37% | 82 |
|
|
2023
Q3 | $1.44M | Buy |
10,270
+527
| +5% | +$74K | 0.4% | 79 |
|
|
2023
Q2 | $1.3M | Sell |
9,743
-218
| -2% | -$29.2K | 0.35% | 95 |
|
|
2023
Q1 | $1.31M | Buy |
9,961
+283
| +3% | +$37.1K | 0.35% | 96 |
|
|
2022
Q4 | $1.39M | Buy |
9,678
+111
| +1% | +$16K | 0.41% | 89 |
|
|
2022
Q3 | $1.17M | Buy |
9,567
+193
| +2% | +$23.6K | 0.36% | 90 |
|
|
2022
Q2 | $1.32M | Buy |
9,374
+1,283
| +16% | +$181K | 0.4% | 87 |
|
|
2022
Q1 | $1.05M | Buy |
8,091
+5,299
| +190% | +$686K | 0.23% | 129 |
|
|
2021
Q4 | $373K | Buy |
2,792
+383
| +16% | +$51.2K | 0.08% | 179 |
|
|
2021
Q3 | $342K | Buy |
2,409
+14
| +0.6% | +$1.99K | 0.08% | 174 |
|
|
2021
Q2 | $351K | Buy |
2,395
+12
| +0.5% | +$1.76K | 0.09% | 171 |
|
|
2021
Q1 | $318K | Buy |
2,383
+15
| +0.6% | +$2K | 0.09% | 164 |
|
|
2020
Q4 | $305K | Buy |
2,368
+25
| +1% | +$3.22K | 0.09% | 163 |
|
|
2020
Q3 | $285K | Buy |
+2,343
| New | +$285K | 0.1% | 143 |
|
|
2019
Q4 | – | Sell |
-1,492
| Closed | -$208K | – | 165 |
|
|
2019
Q3 | $208K | Buy |
+1,492
| New | +$208K | 0.1% | 152 |
|