Paragon Financial 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 | $455K | Hold |
1,545
| – | – | 0.31% | 43 |
|
|
2025
Q1 | $384K | Hold |
1,545
| – | – | 0.3% | 48 |
|
|
2024
Q4 | $340K | Sell |
1,545
-100
| -6% | -$22K | 0.26% | 55 |
|
|
2024
Q3 | $364K | Hold |
1,645
| – | – | 0.27% | 58 |
|
|
2024
Q2 | $285K | Hold |
1,645
| – | – | 0.22% | 67 |
|
|
2024
Q1 | $314K | Hold |
1,645
| – | – | 0.26% | 64 |
|
|
2023
Q4 | $269K | Sell |
1,645
-67
| -4% | -$11K | 0.26% | 65 |
|
|
2023
Q3 | $240K | Hold |
1,712
| – | – | 0.25% | 70 |
|
|
2023
Q2 | $229K | Sell |
1,712
-20
| -1% | -$2.68K | 0.22% | 78 |
|
|
2023
Q1 | $227K | Hold |
1,732
| – | – | 0.24% | 76 |
|
|
2022
Q4 | $244K | Hold |
1,732
| – | – | 0.27% | 67 |
|
|
2022
Q3 | $206K | Hold |
1,732
| – | – | 0.23% | 73 |
|
|
2022
Q2 | $245K | Hold |
1,732
| – | – | 0.25% | 69 |
|
|
2022
Q1 | $225K | Hold |
1,732
| – | – | 0.2% | 79 |
|
|
2021
Q4 | $232K | Buy |
+1,732
| New | +$232K | 0.19% | 79 |
|