Pinkerton Retirement Specialists’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
681
-383
-36% -$113K 0.02% 137
2025
Q1
$265K Buy
+1,064
New +$265K 0.03% 88
2018
Q1
Sell
-280
Closed -$41K 193
2017
Q4
$41K Buy
+280
New +$41K 0.02% 95
2017
Q1
Sell
-324
Closed -$51K 300
2016
Q4
$51K Buy
324
+31
+11% +$4.88K 0.02% 196
2016
Q3
$44K Hold
293
0.02% 217
2016
Q2
$42K Buy
+293
New +$42K 0.02% 211
2015
Q1
Sell
-621
Closed -$10K 114
2014
Q4
$10K Buy
+621
New +$10K 0.01% 102