Pacific Center for Financial Services’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$92K	Hold	312	–	–	0.03%	145
2025 Q1	$77.6K	Hold	312	–	–	0.02%	156
2024 Q4	$68.6K	Hold	312	–	–	0.02%	164
2024 Q3	$69K	Hold	312	–	–	0.02%	160
2024 Q2	$54K	Hold	312	–	–	0.02%	173
2024 Q1	$59.6K	Hold	312	–	–	0.02%	171
2023 Q4	$51K	Hold	312	–	–	0.02%	165
2023 Q3	$43.8K	Hold	312	–	–	0.01%	179
2023 Q2	$41.7K	Hold	312	–	–	0.01%	179
2023 Q1	$40.9K	Buy	+312	New	+$40.9K	0.01%	178
2022 Q3	$37K	Hold	312	–	–	0.01%	178
2022 Q2	$44K	Hold	312	–	–	0.02%	166
2022 Q1	$41K	Sell	312 -8	-3%	-$1.05K	0.01%	178
2021 Q4	$43K	Sell	320 -15	-4%	-$2.02K	0.02%	173
2021 Q3	$44K	Buy	335 +53	+19%	+$6.96K	0.02%	166
2021 Q2	$40K	Hold	282	–	–	0.02%	170
2021 Q1	$36K	Sell	282 -164	-37%	-$20.9K	0.02%	170
2020 Q4	$54K	Buy	446 +164	+58%	+$19.9K	0.02%	142
2020 Q3	$33K	Hold	282	–	–	0.01%	142
2020 Q2	$33K	Hold	282	–	–	0.02%	140
2020 Q1	$30K	Sell	282 -215	-43%	-$22.9K	0.02%	130
2019 Q4	$64K	Sell	497 -78	-14%	-$10K	0.03%	105
2019 Q3	$80K	Hold	575	–	–	0.04%	95
2019 Q2	$76K	Hold	575	–	–	0.04%	94
2019 Q1	$78K	Hold	575	–	–	0.04%	90
2018 Q4	$63K	Hold	575	–	–	0.03%	95
2018 Q3	$83K	Hold	575	–	–	0.04%	92
2018 Q2	$77K	Hold	575	–	–	0.05%	89
2018 Q1	$84K	Hold	575	–	–	0.05%	81
2017 Q4	$84K	Hold	575	–	–	0.05%	79
2017 Q3	$80K	Hold	575	–	–	0.05%	81
2017 Q2	$85K	Sell	575 -655	-53%	-$96.8K	0.06%	77
2017 Q1	$205K	Hold	1,230	–	–	0.14%	47
2016 Q4	$195K	Buy	+1,230	New	+$195K	0.15%	50