PP
PFS Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Buy |
1,719
+51
| +3% | +$15K | 0.26% | 36 |
|
|
2025
Q1 | $415K | Sell |
1,668
-7
| -0.4% | -$1.74K | 0.22% | 41 |
|
|
2024
Q4 | $368K | Buy |
1,675
+5
| +0.3% | +$1.1K | 0.2% | 41 |
|
|
2024
Q3 | $369K | Sell |
1,670
-18
| -1% | -$3.98K | 0.21% | 38 |
|
|
2024
Q2 | $292K | Buy |
1,688
+7
| +0.4% | +$1.21K | 0.18% | 46 |
|
|
2024
Q1 | $321K | Buy |
1,681
+168
| +11% | +$32.1K | 0.21% | 39 |
|
|
2023
Q4 | $247K | Sell |
1,513
-21
| -1% | -$3.43K | 0.17% | 45 |
|
|
2023
Q3 | $215K | Sell |
1,534
-60
| -4% | -$8.42K | 0.19% | 37 |
|
|
2023
Q2 | $213K | Sell |
1,594
-377
| -19% | -$50.5K | 0.18% | 41 |
|
|
2023
Q1 | $258K | Buy |
1,971
+15
| +0.8% | +$1.97K | 0.25% | 27 |
|
|
2022
Q4 | $276K | Buy |
1,956
+13
| +0.7% | +$1.83K | 0.29% | 25 |
|
|
2022
Q3 | $231K | Hold |
1,943
| – | – | 0.25% | 30 |
|
|
2022
Q2 | $274K | Sell |
1,943
-27
| -1% | -$3.81K | 0.27% | 28 |
|
|
2022
Q1 | $256K | Sell |
1,970
-88
| -4% | -$11.4K | 0.22% | 30 |
|
|
2021
Q4 | $275K | Buy |
+2,058
| New | +$275K | 0.2% | 31 |
|