TCWA
Turtle Creek Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
+2,434
| New | +$717K | 0.08% | 135 |
|
|
2024
Q4 | – | Sell |
-2,332
| Closed | -$516K | – | 111 |
|
|
2024
Q3 | $516K | Buy |
2,332
+1,081
| +86% | +$239K | 0.1% | 100 |
|
|
2024
Q2 | $216K | Buy |
+1,251
| New | +$216K | 0.05% | 147 |
|
|
2024
Q1 | – | Sell |
-1,053
| Closed | -$172K | – | 487 |
|
|
2023
Q4 | $172K | Buy |
+1,053
| New | +$172K | 0.05% | 158 |
|