Parcion Private Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
8,502
+44
| +0.5% | +$13K | 0.18% | 82 |
|
|
2025
Q1 | $2.1M | Hold |
8,458
| – | – | 0.17% | 84 |
|
|
2024
Q4 | $1.86M | Hold |
8,458
| – | – | 0.14% | 91 |
|
|
2024
Q3 | $1.87M | Buy |
8,458
+1,141
| +16% | +$252K | 0.16% | 84 |
|
|
2024
Q2 | $1.27M | Sell |
7,317
-165
| -2% | -$28.5K | 0.12% | 101 |
|
|
2024
Q1 | $1.43M | Buy |
7,482
+273
| +4% | +$52.1K | 0.13% | 100 |
|
|
2023
Q4 | $1.18M | Buy |
7,209
+335
| +5% | +$54.8K | 0.11% | 103 |
|
|
2023
Q3 | $964K | Buy |
6,874
+574
| +9% | +$80.5K | 0.1% | 108 |
|
|
2023
Q2 | $843K | Hold |
6,300
| – | – | 0.09% | 112 |
|
|
2023
Q1 | $826K | Hold |
6,300
| – | – | 0.09% | 119 |
|
|
2022
Q4 | $888K | Hold |
6,300
| – | – | 0.1% | 115 |
|
|
2022
Q3 | $749K | Hold |
6,300
| – | – | 0.08% | 124 |
|
|
2022
Q2 | $808K | Buy |
6,300
+4,356
| +224% | +$559K | 0.08% | 134 |
|
|
2022
Q1 | $253K | Buy |
+1,944
| New | +$253K | 0.02% | 177 |
|