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Trust Point Inc’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.86M Buy
9,708
+885
+10% +$261K 0.27% 41
2025
Q1
$2.19M Sell
8,823
-2,227
-20% -$554K 0.2% 55
2024
Q4
$2.43M Sell
11,050
-85
-0.8% -$18.7K 0.17% 60
2024
Q3
$2.46M Buy
11,135
+36
+0.3% +$7.96K 0.18% 56
2024
Q2
$1.92M Sell
11,099
-436
-4% -$75.4K 0.15% 65
2024
Q1
$2.2M Sell
11,535
-2,629
-19% -$502K 0.17% 62
2023
Q4
$2.32M Buy
+14,164
New +$2.32M 0.19% 57