Pinion Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
992
-165
| -14% | -$48.6K | 0.1% | 136 |
|
|
2025
Q1 | $288K | Buy |
1,157
+22
| +2% | +$5.47K | 0.06% | 132 |
|
|
2024
Q4 | $250K | Buy |
1,135
+4
| +0.4% | +$879 | 0.1% | 137 |
|
|
2024
Q3 | $250K | Buy |
+1,131
| New | +$250K | 0.1% | 139 |
|
|
2024
Q2 | – | Sell |
-1,582
| Closed | -$302K | – | 151 |
|
|
2024
Q1 | $302K | Sell |
1,582
-85
| -5% | -$16.2K | 0.16% | 116 |
|
|
2023
Q4 | $273K | Sell |
1,667
-260
| -13% | -$42.5K | 0.16% | 122 |
|
|
2023
Q3 | $270K | Hold |
1,927
| – | – | 0.18% | 131 |
|
|
2023
Q2 | $258K | Buy |
+1,927
| New | +$258K | 0.17% | 143 |
|
|
2023
Q1 | – | Sell |
-1,820
| Closed | -$256K | – | 127 |
|
|
2022
Q4 | $256K | Sell |
1,820
-357
| -16% | -$50.2K | 0.24% | 108 |
|
|
2022
Q3 | $259K | Hold |
2,177
| – | – | 0.23% | 126 |
|
|
2022
Q2 | $307K | Buy |
2,177
+176
| +9% | +$24.8K | 0.26% | 122 |
|
|
2022
Q1 | $260K | Buy |
+2,001
| New | +$260K | 0.18% | 150 |
|