POIA
Pin Oak Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Sell |
435
-241
| -36% | -$59.8K | 0.09% | 137 |
|
|
2025
Q1 | $141K | Buy |
676
+141
| +26% | +$29.4K | 0.11% | 125 |
|
|
2024
Q4 | $118K | Hold |
535
| – | – | 0.11% | 129 |
|
|
2024
Q3 | $118K | Hold |
535
| – | – | 0.11% | 129 |
|
|
2024
Q2 | $93K | Buy |
535
+51
| +11% | +$8.87K | 0.09% | 138 |
|
|
2024
Q1 | $92K | Hold |
484
| – | – | 0.09% | 138 |
|
|
2023
Q4 | $79K | Sell |
484
-69
| -12% | -$11.3K | 0.08% | 139 |
|
|
2023
Q3 | $78K | Hold |
553
| – | – | 0.09% | 137 |
|
|
2023
Q2 | $74K | Hold |
553
| – | – | 0.08% | 139 |
|
|
2023
Q1 | $72K | Hold |
553
| – | – | 0.09% | 131 |
|
|
2022
Q4 | $78K | Buy |
553
+26
| +5% | +$3.67K | 0.1% | 117 |
|
|
2022
Q3 | $63K | Sell |
527
-104
| -16% | -$12.4K | 0.08% | 132 |
|
|
2022
Q2 | $89K | Hold |
631
| – | – | 0.11% | 114 |
|
|
2022
Q1 | $82K | Sell |
631
-167
| -21% | -$21.7K | 0.09% | 132 |
|
|
2021
Q4 | $107K | Sell |
798
-350
| -30% | -$46.9K | 0.11% | 121 |
|
|
2021
Q3 | $159K | Hold |
1,148
| – | – | 0.18% | 81 |
|
|
2021
Q2 | $168K | Hold |
1,148
| – | – | 0.17% | 86 |
|
|
2021
Q1 | $153K | Hold |
1,148
| – | – | 0.13% | 107 |
|
|
2020
Q4 | $145K | Hold |
1,148
| – | – | 0.12% | 115 |
|
|
2020
Q3 | $140K | Sell |
1,148
-762
| -40% | -$92.9K | 0.13% | 108 |
|
|
2020
Q2 | $231K | Hold |
1,910
| – | – | 0.21% | 89 |
|
|
2020
Q1 | $212K | Sell |
1,910
-143
| -7% | -$15.9K | 0.22% | 88 |
|
|
2019
Q4 | $275K | Sell |
2,053
-445
| -18% | -$59.6K | 0.22% | 83 |
|
|
2019
Q3 | $363K | Hold |
2,498
| – | – | 0.3% | 76 |
|
|
2019
Q2 | $344K | Sell |
2,498
-8
| -0.3% | -$1.1K | 0.27% | 79 |
|
|
2019
Q1 | $354K | Sell |
2,506
-331
| -12% | -$46.8K | 0.28% | 75 |
|
|
2018
Q4 | $322K | Hold |
2,837
| – | – | 0.29% | 73 |
|
|
2018
Q3 | $429K | Sell |
2,837
-73
| -3% | -$11K | 0.32% | 66 |
|
|
2018
Q2 | $407K | Buy |
2,910
+218
| +8% | +$30.5K | 0.3% | 68 |
|
|
2018
Q1 | $413K | Hold |
2,692
| – | – | 0.33% | 64 |
|
|
2017
Q4 | $413K | Buy |
+2,692
| New | +$413K | 0.32% | 69 |
|