True Wealth Design’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $69.2K | Buy |
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|
2025
Q2 | $22.4K | Buy |
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|
2025
Q1 | $16.7K | Buy |
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|
2024
Q4 | $9.26K | Buy |
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|
2024
Q3 | $6.85K | Hold |
|
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|
2024
Q2 | $5.36K | Sell |
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|
2024
Q1 | $15.7K | Buy |
|
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|
2023
Q4 | $11.3K | Buy |
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|
2023
Q3 | $2.1K | Sell |
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|
2023
Q2 | $761K | Sell |
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|
2023
Q1 | $750K | Buy |
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|
2022
Q4 | $760K | Buy |
|