Pin Oak Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Sell |
|
|||||
|
2025
Q1 | $141K | Buy |
|
|||||
|
2024
Q4 | $118K | Hold |
|
|||||
|
2024
Q3 | $118K | Hold |
|
|||||
|
2024
Q2 | $93K | Buy |
|
|||||
|
2024
Q1 | $92K | Hold |
|
|||||
|
2023
Q4 | $79K | Sell |
|
|||||
|
2023
Q3 | $78K | Hold |
|
|||||
|
2023
Q2 | $74K | Hold |
|
|||||
|
2023
Q1 | $72K | Hold |
|
|||||
|
2022
Q4 | $78K | Buy |
|
|||||
|
2022
Q3 | $63K | Sell |
|
|||||
|
2022
Q2 | $89K | Hold |
|
|||||
|
2022
Q1 | $82K | Sell |
|
|||||
|
2021
Q4 | $107K | Sell |
|
|||||
|
2021
Q3 | $159K | Hold |
|
|||||
|
2021
Q2 | $168K | Hold |
|
|||||
|
2021
Q1 | $153K | Hold |
|
|||||
|
2020
Q4 | $145K | Hold |
|
|||||
|
2020
Q3 | $140K | Sell |
|
|||||
|
2020
Q2 | $231K | Hold |
|
|||||
|
2020
Q1 | $212K | Sell |
|
|||||
|
2019
Q4 | $275K | Sell |
|
|||||
|
2019
Q3 | $363K | Hold |
|
|||||
|
2019
Q2 | $344K | Sell |
|
|||||
|
2019
Q1 | $354K | Sell |
|
|||||
|
2018
Q4 | $322K | Hold |
|
|||||
|
2018
Q3 | $429K | Sell |
|
|||||
|
2018
Q2 | $407K | Buy |
|
|||||
|
2018
Q1 | $413K | Hold |
|
|||||
|
2017
Q4 | $413K | Buy |
|