PFA
Pathway Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
925
-23
| -2% | -$6.78K | 0.04% | 112 |
|
|
2025
Q1 | $236K | Sell |
948
-25
| -3% | -$6.22K | 0.04% | 150 |
|
|
2024
Q4 | $214K | Buy |
+973
| New | +$214K | 0.05% | 151 |
|
|
2022
Q3 | – | Sell |
-1,831
| Closed | -$259K | – | 135 |
|
|
2022
Q2 | $259K | Hold |
1,831
| – | – | 0.11% | 111 |
|
|
2022
Q1 | $238K | Sell |
1,831
-89
| -5% | -$11.6K | 0.09% | 125 |
|
|
2021
Q4 | $256K | Buy |
+1,920
| New | +$256K | 0.09% | 115 |
|
|
2021
Q1 | $342K | Sell |
2,374
-76
| -3% | -$10.9K | 0.14% | 85 |
|
|
2020
Q4 | $291K | Sell |
2,450
-864
| -26% | -$103K | 0.12% | 83 |
|
|
2020
Q3 | $401K | Sell |
3,314
-377
| -10% | -$45.6K | 0.16% | 56 |
|
|
2020
Q2 | $446K | Sell |
3,691
-400
| -10% | -$48.3K | 0.13% | 51 |
|
|
2020
Q1 | $435K | Hold |
4,091
| – | – | 0.15% | 46 |
|
|
2019
Q4 | $569K | Buy |
+4,091
| New | +$569K | 0.16% | 54 |
|
|
2018
Q3 | – | Sell |
-1,278
| Closed | -$179K | – | 215 |
|
|
2018
Q2 | $179K | Sell |
1,278
-70
| -5% | -$9.8K | 0.11% | 95 |
|
|
2018
Q1 | $207K | Sell |
1,348
-122
| -8% | -$18.7K | 0.12% | 86 |
|
|
2017
Q4 | $226K | Buy |
+1,470
| New | +$226K | 0.13% | 84 |
|