TI
Truepoint Inc’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Sell |
858
-87
| -9% | -$25.6K | 0.01% | 126 |
|
|
2025
Q1 | $235K | Sell |
945
-178
| -16% | -$44.3K | 0.01% | 125 |
|
|
2024
Q4 | $247K | Sell |
1,123
-198
| -15% | -$43.5K | 0.01% | 120 |
|
|
2024
Q3 | $292K | Buy |
+1,321
| New | +$292K | 0.01% | 109 |
|
|
2024
Q1 | – | Sell |
-2,016
| Closed | -$330K | – | 181 |
|
|
2023
Q4 | $330K | Buy |
2,016
+213
| +12% | +$34.8K | 0.01% | 158 |
|
|
2023
Q3 | $253K | Buy |
+1,803
| New | +$253K | 0.01% | 167 |
|
|
2022
Q3 | – | Sell |
-1,647
| Closed | -$233K | – | 161 |
|
|
2022
Q2 | $233K | Sell |
1,647
-141
| -8% | -$19.9K | 0.01% | 145 |
|
|
2022
Q1 | $233K | Sell |
1,788
-99
| -5% | -$12.9K | 0.01% | 127 |
|
|
2021
Q4 | $252K | Buy |
1,887
+100
| +6% | +$13.4K | 0.01% | 122 |
|
|
2021
Q3 | $248K | Hold |
1,787
| – | – | 0.01% | 117 |
|
|
2021
Q2 | $262K | Hold |
1,787
| – | – | 0.01% | 110 |
|
|
2021
Q1 | $238K | Hold |
1,787
| – | – | 0.01% | 107 |
|
|
2020
Q4 | $225K | Buy |
+1,787
| New | +$225K | 0.01% | 104 |
|
|
2020
Q1 | – | Sell |
-2,267
| Closed | -$304K | – | 64 |
|
|
2019
Q4 | $304K | Buy |
2,267
+10
| +0.4% | +$1.34K | 0.02% | 94 |
|
|
2019
Q3 | $328K | Sell |
2,257
-361
| -14% | -$52.5K | 0.03% | 86 |
|
|
2019
Q2 | $361K | Buy |
2,618
+676
| +35% | +$93.2K | 0.03% | 86 |
|
|
2019
Q1 | $274K | Buy |
1,942
+40
| +2% | +$5.64K | 0.02% | 97 |
|
|
2018
Q4 | $216K | Sell |
1,902
-1,714
| -47% | -$195K | 0.02% | 96 |
|
|
2018
Q3 | $547K | Buy |
3,616
+68
| +2% | +$10.3K | 0.05% | 61 |
|
|
2018
Q2 | $496K | Buy |
3,548
+3,010
| +559% | +$421K | 0.04% | 61 |
|
|
2018
Q1 | $3.51K | Sell |
538
-2,952
| -85% | -$19.3K | 0.03% | 69 |
|
|
2017
Q4 | $535K | Buy |
3,490
+50
| +1% | +$7.67K | 0.05% | 48 |
|
|
2017
Q3 | $499K | Sell |
3,440
-50
| -1% | -$7.25K | 0.05% | 56 |
|
|
2017
Q2 | $504K | Sell |
3,490
-78
| -2% | -$11.3K | 0.05% | 55 |
|
|
2017
Q1 | $621K | Buy |
3,568
+16
| +0.5% | +$2.79K | 0.07% | 46 |
|
|
2016
Q4 | $626K | Buy |
+3,552
| New | +$626K | 0.07% | 46 |
|
|
2016
Q1 | – | Sell |
-2,155
| Closed | -$297K | – | 83 |
|
|
2015
Q4 | $297K | Buy |
2,155
+130
| +6% | +$17.9K | 0.04% | 54 |
|
|
2015
Q3 | $294K | Buy |
+2,025
| New | +$294K | 0.04% | 46 |
|