TCM
TruNorth Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Hold |
1,565
| – | – | 0.1% | 59 |
|
|
2025
Q1 | $389K | Hold |
1,565
| – | – | 0.1% | 67 |
|
|
2024
Q4 | $344K | Hold |
1,565
| – | – | 0.09% | 53 |
|
|
2024
Q3 | $346K | Buy |
1,565
+118
| +8% | +$26.1K | 0.1% | 50 |
|
|
2024
Q2 | $250K | Buy |
1,447
+288
| +25% | +$49.8K | 0.08% | 56 |
|
|
2024
Q1 | $221K | Buy |
+1,159
| New | +$221K | 0.08% | 56 |
|