Pasadena 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 | $896K | Buy |
3,040
+410
| +16% | +$121K | 0.15% | 71 |
|
|
2025
Q1 | $654K | Buy |
2,630
+702
| +36% | +$175K | 0.13% | 81 |
|
|
2024
Q4 | $424K | Buy |
1,928
+10
| +0.5% | +$2.2K | 0.09% | 99 |
|
|
2024
Q3 | $424K | Hold |
1,918
| – | – | 0.09% | 96 |
|
|
2024
Q2 | $332K | Sell |
1,918
-890
| -32% | -$154K | 0.08% | 104 |
|
|
2024
Q1 | $536K | Buy |
2,808
+626
| +29% | +$120K | 0.12% | 77 |
|
|
2023
Q4 | $357K | Buy |
+2,182
| New | +$357K | 0.09% | 97 |
|