PIA
Perennial Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
5,568
+296
| +6% | +$87.2K | 0.16% | 124 |
|
|
2025
Q1 | $1.31M | Buy |
5,272
+216
| +4% | +$53.7K | 0.15% | 128 |
|
|
2024
Q4 | $1.11M | Buy |
5,056
+250
| +5% | +$54.9K | 0.13% | 132 |
|
|
2024
Q3 | $1.06M | Sell |
4,806
-172
| -3% | -$38K | 0.14% | 126 |
|
|
2024
Q2 | $861K | Buy |
4,978
+449
| +10% | +$77.7K | 0.12% | 136 |
|
|
2024
Q1 | $865K | Sell |
4,529
-77
| -2% | -$14.7K | 0.13% | 129 |
|
|
2023
Q4 | $753K | Buy |
4,606
+86
| +2% | +$14.1K | 0.12% | 136 |
|
|
2023
Q3 | $634K | Buy |
4,520
+221
| +5% | +$31K | 0.11% | 143 |
|
|
2023
Q2 | $575K | Buy |
4,299
+119
| +3% | +$15.9K | 0.1% | 168 |
|
|
2023
Q1 | $548K | Buy |
4,180
+28
| +0.7% | +$3.67K | 0.1% | 159 |
|
|
2022
Q4 | $585K | Buy |
4,152
+252
| +6% | +$35.5K | 0.24% | 87 |
|
|
2022
Q3 | $463K | Buy |
3,900
+16
| +0.4% | +$1.9K | 0.21% | 89 |
|
|
2022
Q2 | $549K | Buy |
3,884
+98
| +3% | +$13.9K | 0.21% | 89 |
|
|
2022
Q1 | $492K | Buy |
3,786
+252
| +7% | +$32.7K | 0.16% | 116 |
|
|
2021
Q4 | $474K | Buy |
3,534
+406
| +13% | +$54.5K | 0.15% | 124 |
|
|
2021
Q3 | $434K | Sell |
3,128
-68
| -2% | -$9.44K | 0.15% | 125 |
|
|
2021
Q2 | $468K | Sell |
3,196
-146
| -4% | -$21.4K | 0.17% | 115 |
|
|
2021
Q1 | $445K | Buy |
3,342
+212
| +7% | +$28.2K | 0.18% | 110 |
|
|
2020
Q4 | $394K | Buy |
3,130
+61
| +2% | +$7.68K | 0.17% | 107 |
|
|
2020
Q3 | $373K | Buy |
3,069
+64
| +2% | +$7.78K | 0.19% | 99 |
|
|
2020
Q2 | $363K | Buy |
3,005
+16
| +0.5% | +$1.93K | 0.25% | 78 |
|
|
2020
Q1 | $332K | Buy |
2,989
+13
| +0.4% | +$1.44K | 0.3% | 72 |
|
|
2019
Q4 | $399K | Buy |
+2,976
| New | +$399K | 0.31% | 75 |
|