Pathstone Holdings’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34M | Sell |
115,851
-4,475
| -4% | -$1.31M | 0.13% | 99 |
|
|
2025
Q1 | $29.9M | Buy |
120,326
+3,826
| +3% | +$951K | 0.13% | 119 |
|
|
2024
Q4 | $25.6M | Buy |
116,500
+1,407
| +1% | +$309K | 0.11% | 121 |
|
|
2024
Q3 | $25.4M | Buy |
115,093
+3,558
| +3% | +$787K | 0.11% | 129 |
|
|
2024
Q2 | $19.3M | Buy |
111,535
+910
| +0.8% | +$157K | 0.09% | 159 |
|
|
2024
Q1 | $21.1M | Sell |
110,625
-2,522
| -2% | -$482K | 0.1% | 140 |
|
|
2023
Q4 | $18.6M | Buy |
+113,147
| New | +$18.6M | 0.1% | 144 |
|