PPWM
PFG Private Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
1,135
+43
| +4% | +$12.7K | 0.17% | 40 |
|
|
2025
Q1 | $272K | Buy |
1,092
+8
| +0.7% | +$1.99K | 0.15% | 44 |
|
|
2024
Q4 | $238K | Buy |
1,084
+12
| +1% | +$2.64K | 0.14% | 45 |
|
|
2024
Q3 | $237K | Buy |
1,072
+1,059
| +8,146% | +$234K | 0.14% | 47 |
|
|
2024
Q2 | $2.25K | Hold |
13
| – | – | ﹤0.01% | 200 |
|
|
2024
Q1 | $2.48K | Sell |
13
-6
| -32% | -$1.15K | ﹤0.01% | 188 |
|
|
2023
Q4 | $3.11K | Sell |
19
-23
| -55% | -$3.76K | ﹤0.01% | 175 |
|
|
2023
Q3 | $5.89K | Sell |
42
-201
| -83% | -$28.2K | ﹤0.01% | 210 |
|
|
2023
Q2 | $32.5K | Buy |
243
+73
| +43% | +$9.77K | 0.02% | 161 |
|
|
2023
Q1 | $22.3K | Buy |
170
+14
| +9% | +$1.84K | 0.01% | 174 |
|
|
2022
Q4 | $22K | Buy |
156
+19
| +14% | +$2.68K | 0.01% | 162 |
|
|
2022
Q3 | $16K | Hold |
137
| – | – | 0.01% | 164 |
|
|
2022
Q2 | $19K | Buy |
137
+13
| +10% | +$1.8K | 0.01% | 176 |
|
|
2022
Q1 | $16K | Hold |
124
| – | – | 0.01% | 183 |
|
|
2021
Q4 | $17K | Hold |
124
| – | – | 0.01% | 181 |
|
|
2021
Q3 | $17K | Buy |
+124
| New | +$17K | 0.01% | 174 |
|