TPWM
Twelve Points Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Sell |
12,603
-281
| -2% | -$82.8K | 1% | 19 |
|
|
2025
Q1 | $3.2M | Sell |
12,884
-616
| -5% | -$153K | 0.87% | 22 |
|
|
2024
Q4 | $2.97M | Buy |
13,500
+1,221
| +10% | +$268K | 0.85% | 24 |
|
|
2024
Q3 | $2.71M | Buy |
12,279
+1,076
| +10% | +$238K | 0.85% | 23 |
|
|
2024
Q2 | $1.94M | Buy |
11,203
+1,257
| +13% | +$217K | 0.68% | 30 |
|
|
2024
Q1 | $1.9M | Buy |
9,946
+290
| +3% | +$55.4K | 0.7% | 29 |
|
|
2023
Q4 | $1.58M | Buy |
9,656
+398
| +4% | +$65.1K | 0.75% | 32 |
|
|
2023
Q3 | $1.3M | Buy |
9,258
+839
| +10% | +$118K | 0.65% | 46 |
|
|
2023
Q2 | $1.13M | Buy |
8,419
+1,455
| +21% | +$195K | 0.6% | 50 |
|
|
2023
Q1 | $913K | Buy |
6,964
+2,101
| +43% | +$275K | 0.52% | 61 |
|
|
2022
Q4 | $685K | Buy |
4,863
+23
| +0.5% | +$3.24K | 0.47% | 63 |
|
|
2022
Q3 | $575K | Buy |
4,840
+203
| +4% | +$24.1K | 0.45% | 76 |
|
|
2022
Q2 | $655K | Buy |
4,637
+925
| +25% | +$131K | 0.5% | 70 |
|
|
2022
Q1 | $483K | Buy |
3,712
+1,163
| +46% | +$151K | 0.36% | 101 |
|
|
2021
Q4 | $341K | Buy |
+2,549
| New | +$341K | 0.28% | 122 |
|