WTC
WhitTier Trust Company’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.55M | Sell |
29,006
-147
| -0.5% | -$43.3K | 0.19% | 104 |
|
|
2025
Q1 | $7.25M | Buy |
29,153
+1,249
| +4% | +$311K | 0.18% | 111 |
|
|
2024
Q4 | $6.13M | Sell |
27,904
-151
| -0.5% | -$33.2K | 0.15% | 127 |
|
|
2024
Q3 | $6.2M | Buy |
28,055
+246
| +0.9% | +$54.4K | 0.16% | 125 |
|
|
2024
Q2 | $4.81M | Sell |
27,809
-1,483
| -5% | -$256K | 0.13% | 143 |
|
|
2024
Q1 | $5.59M | Buy |
29,292
+393
| +1% | +$75K | 0.16% | 130 |
|
|
2023
Q4 | $4.73M | Buy |
28,899
+346
| +1% | +$56.6K | 0.15% | 142 |
|
|
2023
Q3 | $4.01M | Sell |
28,553
-920
| -3% | -$129K | 0.14% | 142 |
|
|
2023
Q2 | $3.94M | Sell |
29,473
-494
| -2% | -$66.1K | 0.13% | 145 |
|
|
2023
Q1 | $3.93M | Buy |
29,967
+460
| +2% | +$60.3K | 0.14% | 139 |
|
|
2022
Q4 | $4.16M | Sell |
29,507
-308
| -1% | -$43.4K | 0.16% | 132 |
|
|
2022
Q3 | $3.54M | Buy |
29,815
+311
| +1% | +$36.9K | 0.15% | 143 |
|
|
2022
Q2 | $4.17M | Buy |
29,504
+1,289
| +5% | +$182K | 0.17% | 127 |
|
|
2022
Q1 | $3.67M | Sell |
28,215
-165
| -0.6% | -$21.5K | 0.13% | 147 |
|
|
2021
Q4 | $3.79M | Sell |
28,380
-2,673
| -9% | -$357K | 0.14% | 142 |
|
|
2021
Q3 | $4.32M | Sell |
31,053
-380
| -1% | -$52.8K | 0.18% | 122 |
|
|
2021
Q2 | $4.61M | Sell |
31,433
-264
| -0.8% | -$38.7K | 0.19% | 119 |
|
|
2021
Q1 | $4.22M | Sell |
31,697
-1,674
| -5% | -$223K | 0.19% | 117 |
|
|
2020
Q4 | $4.2M | Sell |
33,371
-2,708
| -8% | -$341K | 0.21% | 108 |
|
|
2020
Q3 | $4.39M | Sell |
36,079
-1,427
| -4% | -$174K | 0.25% | 98 |
|
|
2020
Q2 | $4.53M | Sell |
37,506
-5,599
| -13% | -$676K | 0.29% | 88 |
|
|
2020
Q1 | $4.78M | Sell |
43,105
-3,174
| -7% | -$352K | 0.37% | 74 |
|
|
2019
Q4 | $6.2M | Buy |
46,279
+3,040
| +7% | +$407K | 0.4% | 68 |
|
|
2019
Q3 | $6.29M | Buy |
43,239
+2,570
| +6% | +$374K | 0.44% | 60 |
|
|
2019
Q2 | $5.61M | Sell |
40,669
-942
| -2% | -$130K | 0.4% | 71 |
|
|
2019
Q1 | $5.87M | Sell |
41,611
-335
| -0.8% | -$47.3K | 0.43% | 64 |
|
|
2018
Q4 | $4.77M | Buy |
41,946
+130
| +0.3% | +$14.8K | 0.39% | 64 |
|
|
2018
Q3 | $6.32M | Sell |
41,816
-544
| -1% | -$82.3K | 0.46% | 59 |
|
|
2018
Q2 | $5.92M | Sell |
42,360
-771
| -2% | -$108K | 0.46% | 60 |
|
|
2018
Q1 | $6.62M | Buy |
43,131
+1,818
| +4% | +$279K | 0.54% | 54 |
|
|
2017
Q4 | $6.34M | Sell |
41,313
-1,090
| -3% | -$167K | 0.54% | 56 |
|
|
2017
Q3 | $6.15M | Sell |
42,403
-451
| -1% | -$65.4K | 0.57% | 53 |
|
|
2017
Q2 | $6.59M | Sell |
42,854
-868
| -2% | -$134K | 0.64% | 45 |
|
|
2017
Q1 | $7.61M | Sell |
43,722
-6,900
| -14% | -$1.2M | 0.76% | 32 |
|
|
2016
Q4 | $8.4M | Sell |
50,622
-546
| -1% | -$90.6K | 0.89% | 27 |
|
|
2016
Q3 | $8.13M | Sell |
51,168
-1,054
| -2% | -$167K | 0.92% | 24 |
|
|
2016
Q2 | $7.93M | Sell |
52,222
-1,266
| -2% | -$192K | 0.91% | 25 |
|
|
2016
Q1 | $8.1M | Sell |
53,488
-601
| -1% | -$91K | 0.95% | 21 |
|
|
2015
Q4 | $7.44M | Sell |
54,089
-6,817
| -11% | -$938K | 0.87% | 30 |
|
|
2015
Q3 | $8.83M | Sell |
60,906
-1,907
| -3% | -$276K | 1.08% | 20 |
|
|
2015
Q2 | $10.2M | Sell |
62,813
-3,514
| -5% | -$572K | 1.14% | 18 |
|
|
2015
Q1 | $10.6M | Sell |
66,327
-1,044
| -2% | -$168K | 1.18% | 17 |
|
|
2014
Q4 | $10.8M | Sell |
67,371
-4,704
| -7% | -$755K | 1.21% | 17 |
|
|
2014
Q3 | $13.7M | Buy |
72,075
+273
| +0.4% | +$51.8K | 1.57% | 8 |
|
|
2014
Q2 | $13M | Sell |
71,802
-1,031
| -1% | -$187K | 1.46% | 8 |
|
|
2014
Q1 | $14M | Sell |
72,833
-622
| -0.8% | -$120K | 1.64% | 7 |
|
|
2013
Q4 | $13.8M | Buy |
73,455
+5,379
| +8% | +$1.01M | 1.66% | 6 |
|
|
2013
Q3 | $12.6M | Sell |
68,076
-620
| -0.9% | -$115K | 1.69% | 6 |
|
|
2013
Q2 | $13.1M | Buy |
+68,696
| New | +$13.1M | 1.89% | 6 |
|