Paladin Advisory Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Hold |
348
| – | – | 0.08% | 114 |
|
|
2025
Q1 | $86.5K | Hold |
348
| – | – | 0.07% | 121 |
|
|
2024
Q4 | $76.5K | Hold |
348
| – | – | 0.06% | 131 |
|
|
2024
Q3 | $76.9K | Hold |
348
| – | – | 0.06% | 131 |
|
|
2024
Q2 | $60.9K | Hold |
348
| – | – | 0.05% | 133 |
|
|
2024
Q1 | $66.1K | Hold |
348
| – | – | 0.05% | 129 |
|
|
2023
Q4 | $56.9K | Hold |
348
| – | – | 0.05% | 133 |
|
|
2023
Q3 | $48.8K | Hold |
348
| – | – | 0.04% | 148 |
|
|
2023
Q2 | $46.6K | Hold |
348
| – | – | 0.04% | 158 |
|
|
2023
Q1 | $45.6K | Buy |
+348
| New | +$45.6K | 0.04% | 159 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 100 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 99 |
|
|
2022
Q2 | – | Sell |
-348
| Closed | -$45K | – | 100 |
|
|
2022
Q1 | $45K | Buy |
+348
| New | +$45K | 0.04% | 178 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 96 |
|