TrueWealth Advisors’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 | $1.26M | Sell |
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|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $874K | Buy |
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|
2024
Q1 | $923K | Sell |
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|
2023
Q4 | $795K | Buy |
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|
2023
Q3 | $666K | Buy |
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|
2023
Q2 | $629K | Buy |
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|
2023
Q1 | $600K | Sell |
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|
2022
Q4 | $647K | Buy |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $579K | Buy |
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|
2022
Q1 | $337K | Hold |
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|
2021
Q4 | $337K | Buy |
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