PEA
Park Edge Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
9,316
+2,739
| +42% | +$807K | 0.7% | 27 |
|
|
2025
Q1 | $1.64M | Buy |
6,577
+1,712
| +35% | +$426K | 0.46% | 40 |
|
|
2024
Q4 | $1.07M | Buy |
4,865
+2,512
| +107% | +$552K | 0.31% | 59 |
|
|
2024
Q3 | $520K | Hold |
2,353
| – | – | 0.15% | 94 |
|
|
2024
Q2 | $407K | Hold |
2,353
| – | – | 0.12% | 97 |
|
|
2024
Q1 | $449K | Sell |
2,353
-101
| -4% | -$19.3K | 0.13% | 82 |
|
|
2023
Q4 | $401K | Sell |
2,454
-3,418
| -58% | -$559K | 0.14% | 78 |
|
|
2023
Q3 | $824K | Buy |
5,872
+58
| +1% | +$8.14K | 0.3% | 41 |
|
|
2023
Q2 | $778K | Sell |
5,814
-208
| -3% | -$27.8K | 0.26% | 40 |
|
|
2023
Q1 | $789K | Sell |
6,022
-1,771
| -23% | -$232K | 0.3% | 34 |
|
|
2022
Q4 | $1.1M | Buy |
+7,793
| New | +$1.1M | 0.48% | 26 |
|