Park Avenue Securities’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.24M | Buy |
27,966
+4,071
| +17% | +$1.2M | 0.08% | 190 |
|
2025
Q1 | $5.94M | Buy |
23,895
+3,871
| +19% | +$963K | 0.07% | 177 |
|
2024
Q4 | $4.4M | Buy |
20,024
+2,529
| +14% | +$556K | 0.05% | 272 |
|
2024
Q3 | $3.87M | Sell |
17,495
-1,394
| -7% | -$308K | 0.04% | 269 |
|
2024
Q2 | $3.27M | Sell |
18,889
-1,324
| -7% | -$229K | 0.04% | 283 |
|
2024
Q1 | $3.86M | Buy |
20,213
+265
| +1% | +$50.6K | 0.05% | 242 |
|
2023
Q4 | $3.26M | Sell |
19,948
-1,010
| -5% | -$165K | 0.05% | 244 |
|
2023
Q3 | $2.94M | Sell |
20,958
-482
| -2% | -$67.6K | 0.05% | 243 |
|
2023
Q2 | $2.87M | Buy |
21,440
+376
| +2% | +$50.3K | 0.05% | 241 |
|
2023
Q1 | $2.76M | Buy |
21,064
+747
| +4% | +$97.9K | 0.05% | 229 |
|
2022
Q4 | $2.86M | Buy |
20,317
+1,596
| +9% | +$225K | 0.05% | 226 |
|
2022
Q3 | $2.22M | Buy |
18,721
+1,263
| +7% | +$150K | 0.04% | 240 |
|
2022
Q2 | $2.47M | Buy |
17,458
+5,636
| +48% | +$796K | 0.05% | 229 |
|
2022
Q1 | $1.54M | Buy |
11,822
+6,164
| +109% | +$801K | 0.03% | 339 |
|
2021
Q4 | $756K | Sell |
5,658
-1,135
| -17% | -$152K | 0.01% | 561 |
|
2021
Q3 | $902K | Buy |
6,793
+203
| +3% | +$27K | 0.02% | 461 |
|
2021
Q2 | $924K | Buy |
6,590
+762
| +13% | +$107K | 0.02% | 422 |
|
2021
Q1 | $743K | Sell |
5,828
-247
| -4% | -$31.5K | 0.02% | 465 |
|
2020
Q4 | $731K | Sell |
6,075
-97
| -2% | -$11.7K | 0.02% | 407 |
|
2020
Q3 | $718K | Sell |
6,172
-18
| -0.3% | -$2.09K | 0.02% | 306 |
|
2020
Q2 | $715K | Buy |
+6,190
| New | +$715K | 0.03% | 256 |
|
2020
Q1 | – | Sell |
-4,180
| Closed | -$536K | – | 423 |
|
2019
Q4 | $536K | Buy |
4,180
+1,199
| +40% | +$154K | 0.02% | 284 |
|
2019
Q3 | $414K | Buy |
+2,981
| New | +$414K | 0.02% | 287 |
|
2019
Q2 | – | Sell |
-2,782
| Closed | -$381K | – | 339 |
|
2019
Q1 | $381K | Buy |
+2,782
| New | +$381K | 0.02% | 268 |
|