Wells Trecaso Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
45,434
+15
| +0% | +$4.42K | 4.13% | 7 |
|
|
2025
Q1 | $11.3M | Buy |
45,419
+286
| +0.6% | +$71.1K | 3.77% | 7 |
|
|
2024
Q4 | $9.92M | Buy |
45,133
+440
| +1% | +$96.7K | 3.24% | 9 |
|
|
2024
Q3 | $9.88M | Buy |
44,693
+67
| +0.2% | +$14.8K | 3.25% | 9 |
|
|
2024
Q2 | $7.72M | Buy |
44,626
+44
| +0.1% | +$7.61K | 2.67% | 12 |
|
|
2024
Q1 | $8.51M | Buy |
44,582
+1,214
| +3% | +$232K | 3.01% | 9 |
|
|
2023
Q4 | $7.09M | Buy |
43,368
+402
| +0.9% | +$65.7K | 2.86% | 12 |
|
|
2023
Q3 | $6.03M | Buy |
42,966
+522
| +1% | +$73.2K | 2.68% | 12 |
|
|
2023
Q2 | $5.68M | Buy |
42,444
+517
| +1% | +$69.2K | 2.44% | 15 |
|
|
2023
Q1 | $5.5M | Buy |
41,927
+1,053
| +3% | +$138K | 2.54% | 16 |
|
|
2022
Q4 | $5.76M | Buy |
40,874
+1,172
| +3% | +$165K | 2.88% | 14 |
|
|
2022
Q3 | $4.72M | Buy |
39,702
+526
| +1% | +$62.5K | 2.59% | 14 |
|
|
2022
Q2 | $5.53M | Buy |
39,176
+436
| +1% | +$61.6K | 2.87% | 12 |
|
|
2022
Q1 | $5.04M | Buy |
38,740
+1,379
| +4% | +$179K | 2.24% | 20 |
|
|
2021
Q4 | $4.99M | Sell |
37,361
-1,262
| -3% | -$169K | 2.17% | 19 |
|
|
2021
Q3 | $5.13M | Buy |
38,623
+853
| +2% | +$113K | 2.45% | 15 |
|
|
2021
Q2 | $5.29M | Buy |
37,770
+1,447
| +4% | +$203K | 2.55% | 15 |
|
|
2021
Q1 | $4.63M | Buy |
36,323
+353
| +1% | +$45K | 2.44% | 15 |
|
|
2020
Q4 | $4.33M | Sell |
35,970
-1,449
| -4% | -$174K | 2.41% | 16 |
|
|
2020
Q3 | $4.35M | Buy |
37,419
+1,542
| +4% | +$179K | 2.78% | 13 |
|
|
2020
Q2 | $4.14M | Buy |
35,877
+2,830
| +9% | +$327K | 2.86% | 11 |
|
|
2020
Q1 | $3.51M | Buy |
33,047
+1,382
| +4% | +$147K | 3.12% | 11 |
|
|
2019
Q4 | $4.06M | Buy |
31,665
+1,072
| +4% | +$137K | 2.93% | 13 |
|
|
2019
Q3 | $4.25M | Buy |
30,593
+946
| +3% | +$132K | 3.39% | 11 |
|
|
2019
Q2 | $3.91M | Buy |
29,647
+409
| +1% | +$53.9K | 3.21% | 11 |
|
|
2019
Q1 | $3.94M | Buy |
29,238
+556
| +2% | +$75K | 3.31% | 11 |
|
|
2018
Q4 | $3.12M | Buy |
28,682
+715
| +3% | +$77.7K | 2.98% | 12 |
|
|
2018
Q3 | $4.04M | Buy |
27,967
+41
| +0.1% | +$5.93K | 3.36% | 11 |
|
|
2018
Q2 | $3.73M | Buy |
27,926
+880
| +3% | +$118K | 3.5% | 11 |
|
|
2018
Q1 | $3.97M | Buy |
27,046
+2,002
| +8% | +$294K | 3.78% | 8 |
|
|
2017
Q4 | $3.67M | Buy |
+25,044
| New | +$3.67M | 3.6% | 10 |
|