TLFA
True Link Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Sell |
1,906
-42
| -2% | -$12.4K | 0.04% | 50 |
|
|
2025
Q1 | $484K | Buy |
1,948
+28
| +1% | +$6.96K | 0.04% | 53 |
|
|
2024
Q4 | $422K | Buy |
1,920
+85
| +5% | +$18.7K | 0.04% | 43 |
|
|
2024
Q3 | $406K | Buy |
1,835
+166
| +10% | +$36.7K | 0.03% | 46 |
|
|
2024
Q2 | $289K | Sell |
1,669
-18
| -1% | -$3.11K | 0.03% | 53 |
|
|
2024
Q1 | $322K | Sell |
1,687
-44
| -3% | -$8.4K | 0.03% | 54 |
|
|
2023
Q4 | $283K | Buy |
+1,731
| New | +$283K | 0.03% | 56 |
|
|
2022
Q1 | – | Sell |
-11
| Closed | -$1K | – | 191 |
|
|
2021
Q4 | $1K | Sell |
11
-64
| -85% | -$5.82K | ﹤0.01% | 743 |
|
|
2021
Q3 | $10K | Hold |
75
| – | – | ﹤0.01% | 619 |
|
|
2021
Q2 | $11K | Buy |
75
+64
| +582% | +$9.39K | ﹤0.01% | 550 |
|
|
2021
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 686 |
|
|
2020
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 685 |
|