PAG
Pinnacle Advisory Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $980K | Buy |
7,352
+4,943
| +205% | +$659K | 0.05% | 118 |
|
|
2020
Q4 | $303K | Buy |
2,409
+419
| +21% | +$52.7K | 0.02% | 162 |
|
|
2020
Q3 | $242K | Sell |
1,990
-88
| -4% | -$10.7K | 0.02% | 161 |
|
|
2020
Q2 | $251K | Sell |
2,078
-87
| -4% | -$10.5K | 0.02% | 155 |
|
|
2020
Q1 | $240K | Buy |
2,165
+60
| +3% | +$6.65K | 0.02% | 142 |
|
|
2019
Q4 | $282K | Buy |
2,105
+1
| +0% | +$134 | 0.02% | 143 |
|
|
2019
Q3 | $306K | Buy |
2,104
+1
| +0% | +$145 | 0.02% | 133 |
|
|
2019
Q2 | $290K | Buy |
2,103
+1
| +0% | +$138 | 0.02% | 137 |
|
|
2019
Q1 | $297K | Sell |
2,102
-101
| -5% | -$14.3K | 0.02% | 133 |
|
|
2018
Q4 | $250K | Buy |
+2,203
| New | +$250K | 0.02% | 136 |
|
|
2018
Q2 | – | Sell |
-5,437
| Closed | -$834K | – | 165 |
|
|
2018
Q1 | $834K | Buy |
5,437
+65
| +1% | +$9.97K | 0.05% | 89 |
|
|
2017
Q4 | $824K | Buy |
5,372
+185
| +4% | +$28.4K | 0.05% | 96 |
|
|
2017
Q3 | $753K | Buy |
5,187
+852
| +20% | +$124K | 0.05% | 98 |
|
|
2017
Q2 | $667K | Sell |
4,335
-153
| -3% | -$23.5K | 0.04% | 95 |
|
|
2017
Q1 | $782K | Sell |
4,488
-124
| -3% | -$21.6K | 0.05% | 81 |
|
|
2016
Q4 | $766K | Sell |
4,612
-13
| -0.3% | -$2.16K | 0.05% | 81 |
|
|
2016
Q3 | $713K | Buy |
4,625
+4
| +0.1% | +$617 | 0.06% | 54 |
|
|
2016
Q2 | $701K | Buy |
4,621
+126
| +3% | +$19.1K | 0.05% | 55 |
|
|
2016
Q1 | $680K | Buy |
4,495
+287
| +7% | +$43.4K | 0.06% | 46 |
|
|
2015
Q4 | $579K | Buy |
4,208
+249
| +6% | +$34.3K | 0.05% | 56 |
|
|
2015
Q3 | $573K | Buy |
3,959
+1,480
| +60% | +$214K | 0.06% | 48 |
|
|
2015
Q2 | $403K | Sell |
2,479
-1,462
| -37% | -$238K | 0.04% | 58 |
|
|
2015
Q1 | $632K | Sell |
3,941
-1,064
| -21% | -$171K | 0.06% | 72 |
|
|
2014
Q4 | $803K | Buy |
5,005
+1,299
| +35% | +$208K | 0.07% | 59 |
|
|
2014
Q3 | $703K | Buy |
3,706
+16
| +0.4% | +$3.04K | 0.09% | 46 |
|
|
2014
Q2 | $668K | Buy |
3,690
+48
| +1% | +$8.69K | 0.08% | 51 |
|
|
2014
Q1 | $701K | Buy |
3,642
+202
| +6% | +$38.9K | 0.07% | 47 |
|
|
2013
Q4 | $645K | Sell |
3,440
-260
| -7% | -$48.8K | 0.08% | 42 |
|
|
2013
Q3 | $685K | Buy |
3,700
+100
| +3% | +$18.5K | 0.08% | 48 |
|
|
2013
Q2 | $688K | Buy |
+3,600
| New | +$688K | 0.09% | 38 |
|