Pinnacle Advisory Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $980K | Buy |
7,690
+5,170
| +205% | +$619K | 0.05% | 118 |
|
|
2020
Q4 | $303K | Buy |
2,520
+438
| +21% | +$50.6K | 0.02% | 162 |
|
|
2020
Q3 | $242K | Sell |
2,082
-92
| -4% | -$10.8K | 0.02% | 161 |
|
|
2020
Q2 | $251K | Sell |
2,174
-91
| -4% | -$10.6K | 0.02% | 155 |
|
|
2020
Q1 | $240K | Buy |
2,265
+63
| +3% | +$7.97K | 0.02% | 142 |
|
|
2019
Q4 | $282K | Buy |
2,202
+1
| +0% | +$130 | 0.02% | 143 |
|
|
2019
Q3 | $306K | Buy |
2,201
+1
| +0% | +$135 | 0.02% | 133 |
|
|
2019
Q2 | $290K | Buy |
2,200
+1
| +0% | +$131 | 0.02% | 137 |
|
|
2019
Q1 | $297K | Sell |
2,199
-105
| -5% | -$13.4K | 0.02% | 133 |
|
|
2018
Q4 | $250K | Buy |
+2,304
| New | +$277K | 0.02% | 136 |
|
|
2018
Q2 | – | Sell |
-5,687
| Closed | -$834K | – | 165 |
|
|
2018
Q1 | $834K | Buy |
5,687
+68
| +1% | +$10.3K | 0.05% | 89 |
|
|
2017
Q4 | $824K | Buy |
5,619
+193
| +4% | +$28.1K | 0.05% | 96 |
|
|
2017
Q3 | $753K | Buy |
5,426
+892
| +20% | +$124K | 0.05% | 98 |
|
|
2017
Q2 | $667K | Sell |
4,534
-160
| -3% | -$24.1K | 0.04% | 95 |
|
|
2017
Q1 | $782K | Sell |
4,694
-130
| -3% | -$21.8K | 0.05% | 81 |
|
|
2016
Q4 | $766K | Sell |
4,824
-14
| -0.3% | -$2.13K | 0.05% | 81 |
|
|
2016
Q3 | $713K | Buy |
4,838
+4
| +0.1% | +$607 | 0.06% | 54 |
|
|
2016
Q2 | $701K | Buy |
4,834
+132
| +3% | +$18.9K | 0.05% | 55 |
|
|
2016
Q1 | $680K | Buy |
4,702
+300
| +7% | +$38.3K | 0.06% | 46 |
|
|
2015
Q4 | $579K | Buy |
4,402
+261
| +6% | +$35.1K | 0.05% | 56 |
|
|
2015
Q3 | $573K | Buy |
4,141
+1,548
| +60% | +$229K | 0.06% | 48 |
|
|
2015
Q2 | $403K | Sell |
2,593
-1,529
| -37% | -$246K | 0.04% | 58 |
|
|
2015
Q1 | $632K | Sell |
4,122
-1,113
| -21% | -$169K | 0.06% | 72 |
|
|
2014
Q4 | $803K | Buy |
5,235
+1,359
| +35% | +$216K | 0.07% | 59 |
|
|
2014
Q3 | $703K | Buy |
3,876
+16
| +0.4% | +$2.92K | 0.09% | 46 |
|
|
2014
Q2 | $668K | Buy |
3,860
+50
| +1% | +$9K | 0.08% | 51 |
|
|
2014
Q1 | $701K | Buy |
3,810
+212
| +6% | +$37.3K | 0.07% | 47 |
|
|
2013
Q4 | $645K | Sell |
3,598
-272
| -7% | -$46.9K | 0.08% | 42 |
|
|
2013
Q3 | $685K | Buy |
3,870
+104
| +3% | +$18.9K | 0.08% | 48 |
|
|
2013
Q2 | $688K | Buy |
+3,766
| New | +$733K | 0.09% | 38 |
|
Other funds holding IBM
Pinnacle Advisory Group's IBM Position: Q1 2021 in Review
Pinnacle Advisory Group increased its IBM (IBM) stake by 205% in Q1 2021, buying an estimated $619K and bringing the position to 7,690 shares worth $980K. The position accounts for 0.05% of the portfolio, ranked #118.
Pinnacle Advisory Group first reported a position in IBM in Q2 2013 and has held it in 30 quarters since. 2,152 funds tracked by Wall St. Rank hold IBM as of Q1 2021.
- Pinnacle Advisory Group held 7,690 shares of IBM worth $980K as of Q1 2021.
- Pinnacle Advisory Group bought 5,170 IBM shares in Q1 2021, an estimated $619K.
- IBM made up 0.05% of Pinnacle Advisory Group's portfolio in Q1 2021, its #118 holding.
- Pinnacle Advisory Group first reported a position in IBM in Q2 2013 and has held it in 30 quarters since.
- 2,152 funds tracked by Wall St. Rank held IBM as of Q1 2021.
Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.