TruWealth 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 | $30.7M | Buy |
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|
2025
Q2 | $30.7M | Buy |
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|
2025
Q1 | $25.1M | Sell |
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|
2024
Q4 | $27.3M | Sell |
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|
2024
Q3 | $27.8M | Buy |
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|
2024
Q2 | $21.5M | Buy |
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|
2024
Q1 | $9.24M | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $313K | Sell |
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|
2021
Q3 | $324K | Sell |
|
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $961K | Buy |
|