PAM
Peak Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,498
+1,098
| +46% | +$324K | 0.19% | 71 |
|
|
2025
Q1 | $597K | Buy |
2,400
+299
| +14% | +$74.3K | 0.11% | 86 |
|
|
2024
Q4 | $462K | Hold |
2,101
| – | – | 0.09% | 102 |
|
|
2024
Q3 | $464K | Hold |
2,101
| – | – | 0.09% | 98 |
|
|
2024
Q2 | $363K | Sell |
2,101
-70
| -3% | -$12.1K | 0.07% | 111 |
|
|
2024
Q1 | $415K | Hold |
2,171
| – | – | 0.08% | 108 |
|
|
2023
Q4 | $355K | Sell |
2,171
-88
| -4% | -$14.4K | 0.08% | 109 |
|
|
2023
Q3 | $317K | Hold |
2,259
| – | – | 0.08% | 109 |
|
|
2023
Q2 | $302K | Hold |
2,259
| – | – | 0.07% | 113 |
|
|
2023
Q1 | $296K | Buy |
2,259
+1
| +0% | +$131 | 0.07% | 118 |
|
|
2022
Q4 | $318K | Hold |
2,258
| – | – | 0.08% | 106 |
|
|
2022
Q3 | $268K | Buy |
2,258
+37
| +2% | +$4.39K | 0.08% | 109 |
|
|
2022
Q2 | $314K | Hold |
2,221
| – | – | 0.09% | 104 |
|
|
2022
Q1 | $289K | Hold |
2,221
| – | – | 0.07% | 116 |
|
|
2021
Q4 | $297K | Hold |
2,221
| – | – | 0.07% | 118 |
|
|
2021
Q3 | $309K | Hold |
2,221
| – | – | 0.08% | 114 |
|
|
2021
Q2 | $326K | Hold |
2,221
| – | – | 0.08% | 111 |
|
|
2021
Q1 | $296K | Buy |
2,221
+100
| +5% | +$13.3K | 0.07% | 124 |
|
|
2020
Q4 | $267K | Hold |
2,121
| – | – | 0.07% | 124 |
|
|
2020
Q3 | $258K | Sell |
2,121
-28
| -1% | -$3.41K | 0.08% | 112 |
|
|
2020
Q2 | $260K | Hold |
2,149
| – | – | 0.08% | 103 |
|
|
2020
Q1 | $238K | Buy |
2,149
+125
| +6% | +$13.8K | 0.09% | 95 |
|
|
2019
Q4 | $271K | Sell |
2,024
-928
| -31% | -$124K | 0.08% | 102 |
|
|
2019
Q3 | $429K | Sell |
2,952
-200
| -6% | -$29.1K | 0.14% | 79 |
|
|
2019
Q2 | $435K | Hold |
3,152
| – | – | 0.14% | 82 |
|
|
2019
Q1 | $445K | Hold |
3,152
| – | – | 0.15% | 83 |
|
|
2018
Q4 | $358K | Buy |
3,152
+50
| +2% | +$5.68K | 0.13% | 89 |
|
|
2018
Q3 | $469K | Hold |
3,102
| – | – | 0.16% | 79 |
|
|
2018
Q2 | $433K | Sell |
3,102
-33
| -1% | -$4.61K | 0.16% | 80 |
|
|
2018
Q1 | $481K | Sell |
3,135
-95
| -3% | -$14.6K | 0.18% | 77 |
|
|
2017
Q4 | $496K | Sell |
3,230
-63
| -2% | -$9.67K | 0.18% | 80 |
|
|
2017
Q3 | $478K | Sell |
3,293
-1,262
| -28% | -$183K | 0.17% | 91 |
|
|
2017
Q2 | $701K | Sell |
4,555
-35
| -0.8% | -$5.39K | 0.26% | 71 |
|
|
2017
Q1 | $799K | Hold |
4,590
| – | – | 0.3% | 64 |
|
|
2016
Q4 | $762K | Buy |
4,590
+75
| +2% | +$12.5K | 0.3% | 67 |
|
|
2016
Q3 | $717K | Sell |
4,515
-19
| -0.4% | -$3.02K | 0.3% | 68 |
|
|
2016
Q2 | $688K | Sell |
4,534
-375
| -8% | -$56.9K | 0.3% | 62 |
|
|
2016
Q1 | $743K | Sell |
4,909
-404
| -8% | -$61.1K | 0.35% | 55 |
|
|
2015
Q4 | $731K | Buy |
5,313
+154
| +3% | +$21.2K | 0.36% | 50 |
|
|
2015
Q3 | $748K | Buy |
5,159
+834
| +19% | +$121K | 0.4% | 46 |
|
|
2015
Q2 | $704K | Buy |
4,325
+2,813
| +186% | +$458K | 0.37% | 52 |
|
|
2015
Q1 | $243K | Sell |
1,512
-86
| -5% | -$13.8K | 0.12% | 102 |
|
|
2014
Q4 | $256K | Buy |
+1,598
| New | +$256K | 0.13% | 96 |
|