Guerra Pan Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Hold |
1,488
| – | – | 0.29% | 70 |
|
|
2025
Q1 | $370K | Hold |
1,488
| – | – | 0.29% | 75 |
|
|
2024
Q4 | $327K | Hold |
1,488
| – | – | 0.24% | 83 |
|
|
2024
Q3 | $329K | Hold |
1,488
| – | – | 0.26% | 81 |
|
|
2024
Q2 | $257K | Hold |
1,488
| – | – | 0.22% | 90 |
|
|
2024
Q1 | $284K | Hold |
1,488
| – | – | 0.26% | 81 |
|
|
2023
Q4 | $243K | Sell |
1,488
-25
| -2% | -$4.09K | 0.23% | 96 |
|
|
2023
Q3 | $212K | Hold |
1,513
| – | – | 0.25% | 93 |
|
|
2023
Q2 | $202K | Sell |
1,513
-100
| -6% | -$13.4K | 0.22% | 97 |
|
|
2023
Q1 | $211K | Hold |
1,613
| – | – | 0.27% | 88 |
|
|
2022
Q4 | $227K | Buy |
+1,613
| New | +$227K | 0.31% | 81 |
|
|
2022
Q3 | – | Sell |
-1,613
| Closed | -$211K | – | 94 |
|
|
2022
Q2 | $211K | Hold |
1,613
| – | – | 0.26% | 92 |
|
|
2022
Q1 | $218K | Hold |
1,613
| – | – | 0.26% | 94 |
|
|
2021
Q4 | $216K | Buy |
+1,613
| New | +$216K | 0.21% | 103 |
|