Trueblood Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
3,846
+204
| +6% | +$60.1K | 0.47% | 70 |
|
|
2025
Q1 | $906K | Buy |
3,642
+355
| +11% | +$88.3K | 0.42% | 83 |
|
|
2024
Q4 | $722K | Buy |
3,287
+519
| +19% | +$114K | 0.36% | 96 |
|
|
2024
Q3 | $612K | Buy |
2,768
+100
| +4% | +$22.1K | 0.31% | 104 |
|
|
2024
Q2 | $461K | Buy |
2,668
+568
| +27% | +$98.2K | 0.26% | 116 |
|
|
2024
Q1 | $401K | Buy |
2,100
+710
| +51% | +$136K | 0.23% | 124 |
|
|
2023
Q4 | $227K | Buy |
+1,390
| New | +$227K | 0.14% | 183 |
|