True Wealth Design’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4K | Buy |
76
+9
| +13% | +$2.66K | 0.01% | 356 |
|
|
2025
Q1 | $16.7K | Buy |
67
+25
| +60% | +$6.23K | 0.01% | 370 |
|
|
2024
Q4 | $9.26K | Buy |
42
+11
| +35% | +$2.43K | ﹤0.01% | 434 |
|
|
2024
Q3 | $6.85K | Hold |
31
| – | – | ﹤0.01% | 497 |
|
|
2024
Q2 | $5.36K | Sell |
31
-51
| -62% | -$8.82K | ﹤0.01% | 275 |
|
|
2024
Q1 | $15.7K | Buy |
82
+13
| +19% | +$2.48K | ﹤0.01% | 227 |
|
|
2023
Q4 | $11.3K | Buy |
69
+54
| +360% | +$8.83K | ﹤0.01% | 227 |
|
|
2023
Q3 | $2.11K | Sell |
15
-5,674
| -100% | -$796K | ﹤0.01% | 261 |
|
|
2023
Q2 | $761K | Sell |
5,689
-33
| -0.6% | -$4.42K | 0.28% | 76 |
|
|
2023
Q1 | $750K | Buy |
5,722
+325
| +6% | +$42.6K | 0.31% | 81 |
|
|
2022
Q4 | $760K | Buy |
+5,397
| New | +$760K | 0.35% | 67 |
|