TRUE Private Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $929K | Sell |
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|
2023
Q3 | $804K | Buy |
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|
2023
Q2 | $724K | Buy |
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|
2023
Q1 | $709K | Sell |
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|
2022
Q4 | $810K | Buy |
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|
2022
Q3 | $681K | Sell |
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|
2022
Q2 | $914K | Buy |
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|
2022
Q1 | $889K | Buy |
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|
2021
Q4 | $864K | Buy |
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|
2021
Q3 | $788K | Buy |
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|
2021
Q2 | $831K | Sell |
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|
2021
Q1 | $759K | Buy |
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|
2020
Q4 | $622K | Sell |
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|
2020
Q3 | $619K | Sell |
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|
2020
Q2 | $639K | Buy |
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|
2020
Q1 | $552K | Sell |
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|
2019
Q4 | $791K | Sell |
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|
2019
Q3 | $861K | Sell |
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|
2019
Q2 | $830K | Sell |
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|
2019
Q1 | $862K | Buy |
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|
2018
Q4 | $685K | Sell |
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|
2018
Q3 | $1.09M | Buy |
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|
2018
Q2 | $1M | Buy |
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|
2018
Q1 | $966K | Buy |
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|
2017
Q4 | $940K | Buy |
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|
2017
Q3 | $778K | Buy |
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|
2017
Q2 | $824K | Sell |
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|
2017
Q1 | $1.03M | Hold |
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|
2016
Q4 | $1.04M | Buy |
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|
2016
Q3 | $920K | Buy |
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|
2016
Q2 | $908K | Sell |
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|
2016
Q1 | $914K | Buy |
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|
2015
Q4 | $661K | Buy |
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