TrueWealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
4,582
-15
| -0.3% | -$4.42K | 0.4% | 53 |
|
|
2025
Q1 | $1.14M | Sell |
4,597
-115
| -2% | -$28.6K | 0.38% | 54 |
|
|
2024
Q4 | $1.04M | Sell |
4,712
-257
| -5% | -$56.5K | 0.35% | 65 |
|
|
2024
Q3 | $1.1M | Sell |
4,969
-83
| -2% | -$18.4K | 0.37% | 60 |
|
|
2024
Q2 | $874K | Buy |
5,052
+221
| +5% | +$38.2K | 0.32% | 64 |
|
|
2024
Q1 | $923K | Sell |
4,831
-30
| -0.6% | -$5.73K | 0.36% | 58 |
|
|
2023
Q4 | $795K | Buy |
4,861
+115
| +2% | +$18.8K | 0.31% | 62 |
|
|
2023
Q3 | $666K | Buy |
4,746
+47
| +1% | +$6.6K | 0.28% | 68 |
|
|
2023
Q2 | $629K | Buy |
4,699
+121
| +3% | +$16.2K | 0.26% | 71 |
|
|
2023
Q1 | $600K | Sell |
4,578
-14
| -0.3% | -$1.84K | 0.25% | 73 |
|
|
2022
Q4 | $647K | Buy |
4,592
+584
| +15% | +$82.3K | 0.28% | 68 |
|
|
2022
Q3 | $476K | Sell |
4,008
-95
| -2% | -$11.3K | 0.23% | 81 |
|
|
2022
Q2 | $579K | Buy |
4,103
+1,580
| +63% | +$223K | 0.27% | 75 |
|
|
2022
Q1 | $337K | Hold |
2,523
| – | – | 0.15% | 123 |
|
|
2021
Q4 | $337K | Buy |
+2,523
| New | +$337K | 0.15% | 123 |
|