TA
TruWealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.7M | Buy |
104,224
+3,214
| +3% | +$947K | 1.69% | 17 |
|
|
2025
Q1 | $25.1M | Sell |
101,010
-22,992
| -19% | -$5.72M | 1.52% | 21 |
|
|
2024
Q4 | $27.3M | Sell |
124,002
-1,817
| -1% | -$399K | 1.64% | 19 |
|
|
2024
Q3 | $27.8M | Buy |
125,819
+1,746
| +1% | +$386K | 1.7% | 18 |
|
|
2024
Q2 | $21.5M | Buy |
124,073
+75,695
| +156% | +$13.1M | 1.43% | 21 |
|
|
2024
Q1 | $9.24M | Buy |
+48,378
| New | +$9.24M | 0.64% | 44 |
|
|
2022
Q1 | – | Sell |
-2,343
| Closed | -$313K | – | 129 |
|
|
2021
Q4 | $313K | Buy |
2,343
+12
| +0.5% | +$1.6K | 0.03% | 95 |
|
|
2021
Q3 | $324K | Sell |
2,331
-6,271
| -73% | -$872K | 0.04% | 93 |
|
|
2021
Q2 | $1.26M | Buy |
8,602
+690
| +9% | +$101K | 0.15% | 58 |
|
|
2021
Q1 | $1.05M | Buy |
7,912
+276
| +4% | +$36.8K | 0.14% | 56 |
|
|
2020
Q4 | $961K | Buy |
+7,636
| New | +$961K | 0.14% | 56 |
|