PFG Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Sell |
44,261
-771
| -2% | -$227K | 0.77% | 16 |
|
|
2025
Q1 | $11.2M | Sell |
45,032
-410
| -0.9% | -$102K | 0.72% | 17 |
|
|
2024
Q4 | $9.79M | Buy |
45,442
+493
| +1% | +$106K | 0.61% | 22 |
|
|
2024
Q3 | $9.94M | Sell |
44,949
-1,737
| -4% | -$384K | 0.64% | 20 |
|
|
2024
Q2 | $8.07M | Buy |
46,686
+2,586
| +6% | +$447K | 0.58% | 24 |
|
|
2024
Q1 | $8.42M | Buy |
44,100
+23,056
| +110% | +$4.4M | 0.51% | 32 |
|
|
2023
Q4 | $3.44M | Sell |
21,044
-181
| -0.9% | -$29.6K | 0.64% | 23 |
|
|
2023
Q3 | $2.98M | Sell |
21,225
-420
| -2% | -$58.9K | 0.56% | 32 |
|
|
2023
Q2 | $2.9M | Buy |
21,645
+2,147
| +11% | +$287K | 0.51% | 34 |
|
|
2023
Q1 | $2.56M | Buy |
+19,498
| New | +$2.56M | 0.52% | 33 |
|