PPWM
Paragon Private Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
6,965
+129
| +2% | +$38K | 0.82% | 31 |
|
|
2025
Q1 | $1.7M | Buy |
6,836
+187
| +3% | +$46.5K | 0.79% | 33 |
|
|
2024
Q4 | $1.46M | Buy |
6,649
+461
| +7% | +$101K | 0.67% | 43 |
|
|
2024
Q3 | $1.37M | Sell |
6,188
-414
| -6% | -$91.5K | 0.68% | 44 |
|
|
2024
Q2 | $1.14M | Buy |
6,602
+690
| +12% | +$119K | 0.65% | 45 |
|
|
2024
Q1 | $1.13M | Buy |
5,912
+427
| +8% | +$81.5K | 0.67% | 49 |
|
|
2023
Q4 | $897K | Buy |
5,485
+881
| +19% | +$144K | 0.62% | 53 |
|
|
2023
Q3 | $646K | Buy |
4,604
+569
| +14% | +$79.8K | 0.53% | 63 |
|
|
2023
Q2 | $540K | Buy |
4,035
+354
| +10% | +$47.4K | 0.43% | 73 |
|
|
2023
Q1 | $483K | Buy |
3,681
+1,045
| +40% | +$137K | 0.41% | 80 |
|
|
2022
Q4 | $371K | Buy |
2,636
+656
| +33% | +$92.4K | 0.34% | 83 |
|
|
2022
Q3 | $263K | Buy |
+1,980
| New | +$263K | 0.26% | 94 |
|