Pacifica Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Hold |
1,828
| – | – | 0.21% | 68 |
|
|
2025
Q1 | $445K | Buy |
1,828
+14
| +0.8% | +$3.41K | 0.2% | 71 |
|
|
2024
Q4 | $399K | Hold |
1,814
| – | – | 0.17% | 74 |
|
|
2024
Q3 | $401K | Hold |
1,814
| – | – | 0.17% | 81 |
|
|
2024
Q2 | $319K | Buy |
1,814
+4
| +0.2% | +$703 | 0.14% | 85 |
|
|
2024
Q1 | $341K | Hold |
1,810
| – | – | 0.15% | 83 |
|
|
2023
Q4 | $292K | Buy |
1,810
+195
| +12% | +$31.5K | 0.14% | 89 |
|
|
2023
Q3 | $229K | Buy |
1,615
+1,596
| +8,400% | +$226K | 0.12% | 90 |
|
|
2023
Q2 | $2.55K | Hold |
19
| – | – | ﹤0.01% | 419 |
|
|
2023
Q1 | $2.47K | Hold |
19
| – | – | ﹤0.01% | 440 |
|
|
2022
Q4 | $2.71K | Hold |
19
| – | – | ﹤0.01% | 406 |
|
|
2022
Q3 | $2K | Sell |
19
-907
| -98% | -$95.5K | ﹤0.01% | 430 |
|
|
2022
Q2 | $134K | Hold |
926
| – | – | 0.09% | 110 |
|
|
2022
Q1 | $115K | Buy |
926
+207
| +29% | +$25.7K | 0.07% | 122 |
|
|
2021
Q4 | $97K | Sell |
719
-439
| -38% | -$59.2K | 0.06% | 129 |
|
|
2021
Q3 | $152K | Sell |
1,158
-314
| -21% | -$41.2K | 0.11% | 90 |
|
|
2021
Q2 | $195K | Sell |
1,472
-276
| -16% | -$36.6K | 0.15% | 82 |
|
|
2021
Q1 | $226K | Buy |
+1,748
| New | +$226K | 0.19% | 76 |
|