PFA
Pathway Financial Advisers’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3M | Sell |
21,357
-93
| -0.4% | -$27.4K | 2.04% | 5 |
|
|
2025
Q1 | $5.33M | Buy |
21,450
+41
| +0.2% | +$10.2K | 1.83% | 11 |
|
|
2024
Q4 | $4.71M | Buy |
+21,409
| New | +$4.71M | 1.58% | 15 |
|
|
2024
Q3 | – | Sell |
-21,568
| Closed | -$3.71M | – | 431 |
|
|
2024
Q2 | $3.71M | Sell |
21,568
-58
| -0.3% | -$9.98K | 1.33% | 22 |
|
|
2024
Q1 | $4.13M | Sell |
21,626
-1,151
| -5% | -$220K | 1.49% | 13 |
|
|
2023
Q4 | $3.73M | Sell |
22,777
-313
| -1% | -$51.2K | 1.42% | 17 |
|
|
2023
Q3 | $3.24M | Buy |
+23,090
| New | +$3.24M | 1.34% | 21 |
|
|
2023
Q1 | $2.95M | Buy |
22,514
+1,771
| +9% | +$232K | 1.19% | 24 |
|
|
2022
Q4 | $2.92M | Buy |
+20,743
| New | +$2.92M | 1.18% | 25 |
|