TIA
Trust Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Sell |
10,762
-529
| -5% | -$156K | 1.93% | 8 |
|
|
2025
Q1 | $2.81M | Buy |
11,291
+795
| +8% | +$198K | 1.81% | 7 |
|
|
2024
Q4 | $2.31M | Buy |
10,496
+507
| +5% | +$111K | 1.47% | 10 |
|
|
2024
Q3 | $2.21M | Sell |
9,989
-1,158
| -10% | -$256K | 1.41% | 14 |
|
|
2024
Q2 | $1.93M | Buy |
11,147
+442
| +4% | +$76.4K | 1.23% | 19 |
|
|
2024
Q1 | $2.04M | Sell |
10,705
-1,258
| -11% | -$240K | 1.48% | 15 |
|
|
2023
Q4 | $1.96M | Buy |
11,963
+1,240
| +12% | +$203K | 1.53% | 11 |
|
|
2023
Q3 | $1.5M | Sell |
10,723
-407
| -4% | -$57.1K | 1.29% | 22 |
|
|
2023
Q2 | $1.49M | Buy |
11,130
+327
| +3% | +$43.8K | 1.2% | 27 |
|
|
2023
Q1 | $1.42M | Sell |
10,803
-128
| -1% | -$16.8K | 1.27% | 28 |
|
|
2022
Q4 | $1.54M | Buy |
10,931
+233
| +2% | +$32.8K | 1.45% | 15 |
|
|
2022
Q3 | $1.27M | Buy |
10,698
+485
| +5% | +$57.6K | 1.33% | 19 |
|
|
2022
Q2 | $1.44M | Sell |
10,213
-574
| -5% | -$81K | 1.39% | 16 |
|
|
2022
Q1 | $1.4M | Buy |
+10,787
| New | +$1.4M | 1.14% | 33 |
|
|
2018
Q4 | – | Sell |
-5,520
| Closed | -$835K | – | 84 |
|
|
2018
Q3 | $835K | Sell |
5,520
-250
| -4% | -$37.8K | 0.86% | 55 |
|
|
2018
Q2 | $806K | Hold |
5,770
| – | – | 0.89% | 52 |
|
|
2018
Q1 | $885K | Sell |
5,770
-130
| -2% | -$19.9K | 1.02% | 48 |
|
|
2017
Q4 | $905K | Sell |
5,900
-10
| -0.2% | -$1.53K | 1% | 47 |
|
|
2017
Q3 | $857K | Sell |
5,910
-1,200
| -17% | -$174K | 0.97% | 49 |
|
|
2017
Q2 | $1.09M | Buy |
7,110
+150
| +2% | +$23.1K | 1.18% | 39 |
|
|
2017
Q1 | $1.21M | Sell |
6,960
-200
| -3% | -$34.8K | 1.3% | 35 |
|
|
2016
Q4 | $1.19M | Sell |
7,160
-115
| -2% | -$19.1K | 1.35% | 37 |
|
|
2016
Q3 | $1.16M | Buy |
7,275
+265
| +4% | +$42.1K | 1.31% | 34 |
|
|
2016
Q2 | $1.06M | Buy |
7,010
+1,173
| +20% | +$178K | 1.25% | 41 |
|
|
2016
Q1 | $884K | Buy |
5,837
+117
| +2% | +$17.7K | 1% | 47 |
|
|
2015
Q4 | $787K | Sell |
5,720
-2,085
| -27% | -$287K | 0.95% | 45 |
|
|
2015
Q3 | $1.13M | Sell |
7,805
-421
| -5% | -$61K | 1.28% | 34 |
|
|
2015
Q2 | $1.34M | Buy |
8,226
+625
| +8% | +$102K | 1.36% | 24 |
|
|
2015
Q1 | $1.22M | Buy |
7,601
+670
| +10% | +$108K | 1.21% | 35 |
|
|
2014
Q4 | $1.11M | Sell |
6,931
-1,919
| -22% | -$308K | 1.13% | 43 |
|
|
2014
Q3 | $1.68M | Sell |
8,850
-215
| -2% | -$40.8K | 1.62% | 10 |
|
|
2014
Q2 | $1.64M | Sell |
9,065
-35
| -0.4% | -$6.34K | 1.58% | 12 |
|
|
2014
Q1 | $1.75M | Buy |
9,100
+1,275
| +16% | +$245K | 1.76% | 6 |
|
|
2013
Q4 | $1.47M | Buy |
+7,825
| New | +$1.47M | 1.51% | 16 |
|