Pasadena Private Wealth’s IBM IBM Stock Holding History

Pasadena Private Wealth’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$845K	Sell
2025 Q2	$896K	Buy
2025 Q1	$654K	Buy
2024 Q4	$424K	Buy
2024 Q3	$424K	Hold
2024 Q2	$332K	Sell
2024 Q1	$536K	Buy
2023 Q4	$357K	Buy