PSP
Pacific Sage Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
1,343
-159
| -11% | -$46.9K | 0.08% | 71 |
|
|
2025
Q1 | $373K | Hold |
1,502
| – | – | 0.08% | 71 |
|
|
2024
Q4 | $330K | Hold |
1,502
| – | – | 0.08% | 72 |
|
|
2024
Q3 | $332K | Sell |
1,502
-3
| -0.2% | -$663 | 0.08% | 75 |
|
|
2024
Q2 | $260K | Sell |
1,505
-13
| -0.9% | -$2.25K | 0.06% | 80 |
|
|
2024
Q1 | $290K | Sell |
1,518
-23
| -1% | -$4.39K | 0.08% | 76 |
|
|
2023
Q4 | $252K | Buy |
1,541
+41
| +3% | +$6.71K | 0.07% | 77 |
|
|
2023
Q3 | $210K | Buy |
1,500
+1
| +0.1% | +$140 | 0.06% | 80 |
|
|
2023
Q2 | $201K | Buy |
+1,499
| New | +$201K | 0.06% | 85 |
|
|
2023
Q1 | – | Sell |
-1,474
| Closed | -$208K | – | 89 |
|
|
2022
Q4 | $208K | Buy |
+1,474
| New | +$208K | 0.07% | 80 |
|