TPWA
TRUE Private Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
6,713
+673
| +11% | +$198K | 0.22% | 72 |
|
|
2025
Q1 | $1.5M | Sell |
6,040
-290
| -5% | -$72.1K | 0.18% | 75 |
|
|
2024
Q4 | $1.39M | Sell |
6,330
-3
| -0% | -$660 | 0.17% | 81 |
|
|
2024
Q3 | $1.4M | Sell |
6,333
-194
| -3% | -$42.9K | 0.17% | 77 |
|
|
2024
Q2 | $1.13M | Buy |
6,527
+80
| +1% | +$13.8K | 0.13% | 91 |
|
|
2024
Q1 | $1.23M | Buy |
6,447
+765
| +13% | +$146K | 0.14% | 85 |
|
|
2023
Q4 | $929K | Sell |
5,682
-50
| -0.9% | -$8.18K | 0.12% | 99 |
|
|
2023
Q3 | $804K | Buy |
5,732
+318
| +6% | +$44.6K | 0.11% | 109 |
|
|
2023
Q2 | $724K | Buy |
5,414
+3
| +0.1% | +$401 | 0.11% | 98 |
|
|
2023
Q1 | $709K | Sell |
5,411
-338
| -6% | -$44.3K | 0.11% | 103 |
|
|
2022
Q4 | $810K | Buy |
5,749
+11
| +0.2% | +$1.55K | 0.12% | 83 |
|
|
2022
Q3 | $681K | Sell |
5,738
-736
| -11% | -$87.4K | 0.1% | 88 |
|
|
2022
Q2 | $914K | Buy |
6,474
+2
| +0% | +$282 | 0.13% | 82 |
|
|
2022
Q1 | $889K | Buy |
6,472
+1
| +0% | +$137 | 0.13% | 90 |
|
|
2021
Q4 | $864K | Buy |
6,471
+796
| +14% | +$106K | 0.12% | 101 |
|
|
2021
Q3 | $788K | Buy |
5,675
+1
| +0% | +$139 | 0.11% | 110 |
|
|
2021
Q2 | $831K | Sell |
5,674
-23
| -0.4% | -$3.37K | 0.12% | 98 |
|
|
2021
Q1 | $759K | Buy |
5,697
+752
| +15% | +$100K | 0.12% | 105 |
|
|
2020
Q4 | $622K | Sell |
4,945
-148
| -3% | -$18.6K | 0.1% | 108 |
|
|
2020
Q3 | $619K | Sell |
5,093
-199
| -4% | -$24.2K | 0.11% | 98 |
|
|
2020
Q2 | $639K | Buy |
5,292
+315
| +6% | +$38K | 0.12% | 99 |
|
|
2020
Q1 | $552K | Sell |
4,977
-927
| -16% | -$103K | 0.12% | 94 |
|
|
2019
Q4 | $791K | Sell |
5,904
-19
| -0.3% | -$2.55K | 0.12% | 99 |
|
|
2019
Q3 | $861K | Sell |
5,923
-102
| -2% | -$14.8K | 0.15% | 87 |
|
|
2019
Q2 | $830K | Sell |
6,025
-85
| -1% | -$11.7K | 0.14% | 87 |
|
|
2019
Q1 | $862K | Buy |
6,110
+82
| +1% | +$11.6K | 0.16% | 86 |
|
|
2018
Q4 | $685K | Sell |
6,028
-1,200
| -17% | -$136K | 0.12% | 115 |
|
|
2018
Q3 | $1.09M | Buy |
7,228
+52
| +0.7% | +$7.86K | 0.15% | 93 |
|
|
2018
Q2 | $1M | Buy |
7,176
+878
| +14% | +$123K | 0.16% | 94 |
|
|
2018
Q1 | $966K | Buy |
6,298
+166
| +3% | +$25.5K | 0.17% | 89 |
|
|
2017
Q4 | $940K | Buy |
6,132
+768
| +14% | +$118K | 0.16% | 85 |
|
|
2017
Q3 | $778K | Buy |
5,364
+3
| +0.1% | +$435 | 0.18% | 70 |
|
|
2017
Q2 | $824K | Sell |
5,361
-627
| -10% | -$96.4K | 0.19% | 68 |
|
|
2017
Q1 | $1.03M | Hold |
5,988
| – | – | 0.24% | 52 |
|
|
2016
Q4 | $1.04M | Buy |
5,988
+1
| +0% | +$174 | 0.25% | 50 |
|
|
2016
Q3 | $920K | Buy |
5,987
+1
| +0% | +$154 | 0.3% | 49 |
|
|
2016
Q2 | $908K | Sell |
5,986
-52
| -0.9% | -$7.89K | 0.3% | 47 |
|
|
2016
Q1 | $914K | Buy |
6,038
+1,233
| +26% | +$187K | 0.36% | 41 |
|
|
2015
Q4 | $661K | Buy |
+4,805
| New | +$661K | 0.29% | 49 |
|