Paragon Private Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.17M | Buy |
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|
2025
Q2 | $2.05M | Buy |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $897K | Buy |
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|
2023
Q3 | $646K | Buy |
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|
2023
Q2 | $540K | Buy |
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|
2023
Q1 | $483K | Buy |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $263K | Buy |
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