PFG Private Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $335K | Buy |
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|
2025
Q1 | $272K | Buy |
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|
2024
Q4 | $238K | Buy |
|
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|
2024
Q3 | $237K | Buy |
|
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|
2024
Q2 | $2.25K | Hold |
|
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|
2024
Q1 | $2.48K | Sell |
|
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|
2023
Q4 | $3.11K | Sell |
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|
2023
Q3 | $5.89K | Sell |
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|
2023
Q2 | $32.5K | Buy |
|
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|
2023
Q1 | $22.3K | Buy |
|
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|
2022
Q4 | $22K | Buy |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $19K | Buy |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $17K | Sell |
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|
2021
Q3 | $17K | Buy |
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