Pacific Capital Wealth 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 | $290K | Sell |
993
-15
| -1% | -$4.39K | 0.05% | 62 |
|
|
2025
Q1 | $251K | Hold |
1,008
| – | – | 0.04% | 74 |
|
|
2024
Q4 | $222K | Sell |
1,008
-6
| -0.6% | -$1.32K | 0.04% | 76 |
|
|
2024
Q3 | $224K | Buy |
1,014
+6
| +0.6% | +$1.33K | 0.04% | 76 |
|
|
2024
Q2 | $174K | Buy |
1,008
+130
| +15% | +$22.5K | 0.03% | 79 |
|
|
2024
Q1 | $168K | Buy |
878
+12
| +1% | +$2.29K | 0.04% | 72 |
|
|
2023
Q4 | $142K | Buy |
+866
| New | +$142K | 0.04% | 78 |
|
|
2020
Q4 | – | Sell |
-890
| Closed | -$104K | – | 115 |
|
|
2020
Q3 | $104K | Buy |
+890
| New | +$104K | 0.06% | 82 |
|