Pallas Capital 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 | $1.36M | Sell |
4,612
-193
| -4% | -$56.9K | 0.05% | 262 |
|
|
2025
Q1 | $1.19M | Buy |
4,805
+42
| +0.9% | +$10.4K | 0.05% | 270 |
|
|
2024
Q4 | $1.05M | Buy |
4,763
+153
| +3% | +$33.6K | 0.04% | 227 |
|
|
2024
Q3 | $1.01M | Buy |
4,610
+104
| +2% | +$22.7K | 0.04% | 224 |
|
|
2024
Q2 | $835K | Buy |
4,506
+611
| +16% | +$113K | 0.04% | 227 |
|
|
2024
Q1 | $744K | Sell |
3,895
-45
| -1% | -$8.59K | 0.03% | 233 |
|
|
2023
Q4 | $644K | Buy |
3,940
+432
| +12% | +$70.7K | 0.03% | 237 |
|
|
2023
Q3 | $500K | Sell |
3,508
-231
| -6% | -$32.9K | 0.03% | 232 |
|
|
2023
Q2 | $502K | Buy |
3,739
+1,703
| +84% | +$229K | 0.02% | 196 |
|
|
2023
Q1 | $255K | Sell |
2,036
-46
| -2% | -$5.77K | 0.02% | 237 |
|
|
2022
Q4 | $294K | Buy |
2,082
+19
| +0.9% | +$2.68K | 0.03% | 228 |
|
|
2022
Q3 | $277K | Sell |
2,063
-15
| -0.7% | -$2.01K | 0.03% | 211 |
|
|
2022
Q2 | $267K | Buy |
2,078
+29
| +1% | +$3.73K | 0.04% | 196 |
|
|
2022
Q1 | $259K | Sell |
2,049
-197
| -9% | -$24.9K | 0.03% | 213 |
|
|
2021
Q4 | $291K | Sell |
2,246
-505
| -18% | -$65.4K | 0.04% | 254 |
|
|
2021
Q3 | $334K | Buy |
2,751
+30
| +1% | +$3.64K | 0.04% | 291 |
|
|
2021
Q2 | $371K | Buy |
2,721
+1,244
| +84% | +$170K | 0.05% | 228 |
|
|
2021
Q1 | $206K | Buy |
+1,477
| New | +$206K | 0.05% | 175 |
|