PA
Pinnacle Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.4M | Sell |
140,538
-13,590
| -9% | -$4.01M | 0.6% | 35 |
|
|
2025
Q1 | $38.3M | Sell |
154,128
-558
| -0.4% | -$139K | 0.56% | 37 |
|
|
2024
Q4 | $34M | Buy |
154,686
+23,589
| +18% | +$5.19M | 0.46% | 49 |
|
|
2024
Q3 | $21.4M | Sell |
131,097
-25,992
| -17% | -$4.25M | 0.36% | 74 |
|
|
2024
Q2 | $27.2M | Buy |
157,089
+22,924
| +17% | +$3.96M | 0.43% | 57 |
|
|
2024
Q1 | $25.6M | Buy |
134,165
+3,068
| +2% | +$586K | 0.4% | 59 |
|
|
2023
Q4 | $21.4M | Buy |
131,097
+327
| +0.3% | +$53.5K | 0.36% | 75 |
|
|
2023
Q3 | $18.3M | Buy |
130,770
+2,133
| +2% | +$299K | 0.34% | 81 |
|
|
2023
Q2 | $17.2M | Buy |
128,637
+41,694
| +48% | +$5.58M | 0.3% | 95 |
|
|
2023
Q1 | $11.4M | Sell |
86,943
-1,326
| -2% | -$174K | 0.23% | 127 |
|
|
2022
Q4 | $12.4M | Sell |
88,269
-4,621
| -5% | -$651K | 0.27% | 109 |
|
|
2022
Q3 | $11M | Buy |
92,890
+2,810
| +3% | +$334K | 0.25% | 122 |
|
|
2022
Q2 | $12.7M | Sell |
90,080
-2,228
| -2% | -$315K | 0.28% | 113 |
|
|
2022
Q1 | $12M | Sell |
92,308
-1,086
| -1% | -$141K | 0.21% | 130 |
|
|
2021
Q4 | $12.5M | Buy |
93,394
+1,055
| +1% | +$141K | 0.22% | 129 |
|
|
2021
Q3 | $12.8M | Buy |
92,339
+7,851
| +9% | +$1.09M | 0.24% | 120 |
|
|
2021
Q2 | $12.4M | Buy |
84,488
+1,123
| +1% | +$165K | 0.22% | 125 |
|
|
2021
Q1 | $11.1M | Buy |
83,365
+9,259
| +12% | +$1.23M | 0.21% | 130 |
|
|
2020
Q4 | $9.33M | Buy |
74,106
+423
| +0.6% | +$53.2K | 0.19% | 132 |
|
|
2020
Q3 | $8.97M | Sell |
73,683
-940
| -1% | -$114K | 0.21% | 124 |
|
|
2020
Q2 | $9.01M | Sell |
74,623
-7,171
| -9% | -$866K | 0.22% | 119 |
|
|
2020
Q1 | $9.07M | Buy |
81,794
+966
| +1% | +$107K | 0.28% | 103 |
|
|
2019
Q4 | $10.8M | Sell |
80,828
-1,104
| -1% | -$148K | 0.24% | 116 |
|
|
2019
Q3 | $11.9M | Buy |
81,932
+12,908
| +19% | +$1.88M | 0.28% | 99 |
|
|
2019
Q2 | $9.52M | Sell |
69,024
-338
| -0.5% | -$46.6K | 0.22% | 126 |
|
|
2019
Q1 | $9.79M | Sell |
69,362
-91
| -0.1% | -$12.8K | 0.22% | 122 |
|
|
2018
Q4 | $7.9M | Sell |
69,453
-17,805
| -20% | -$2.02M | 0.2% | 134 |
|
|
2018
Q3 | $13.2M | Sell |
87,258
-1,400
| -2% | -$212K | 0.27% | 102 |
|
|
2018
Q2 | $12.4M | Sell |
88,658
-11,117
| -11% | -$1.55M | 0.25% | 110 |
|
|
2018
Q1 | $15.3M | Buy |
99,775
+6,970
| +8% | +$1.07M | 0.3% | 94 |
|
|
2017
Q4 | $14.2M | Sell |
92,805
-5,027
| -5% | -$771K | 0.27% | 93 |
|
|
2017
Q3 | $14.2M | Sell |
97,832
-1,291
| -1% | -$187K | 0.26% | 101 |
|
|
2017
Q2 | $15.2M | Buy |
99,123
+9,719
| +11% | +$1.5M | 0.29% | 96 |
|
|
2017
Q1 | $15.6M | Buy |
89,404
+19,473
| +28% | +$3.39M | 0.3% | 97 |
|
|
2016
Q4 | $11.6M | Buy |
69,931
+770
| +1% | +$128K | 0.23% | 114 |
|
|
2016
Q3 | $11M | Sell |
69,161
-1,677
| -2% | -$266K | 0.22% | 115 |
|
|
2016
Q2 | $10.8M | Buy |
70,838
+1,941
| +3% | +$295K | 0.23% | 115 |
|
|
2016
Q1 | $10.4M | Buy |
68,897
+362
| +0.5% | +$54.8K | 0.22% | 118 |
|
|
2015
Q4 | $9.43M | Buy |
68,535
+3,137
| +5% | +$432K | 0.2% | 123 |
|
|
2015
Q3 | $9.48M | Sell |
65,398
-154
| -0.2% | -$22.3K | 0.21% | 118 |
|
|
2015
Q2 | $10.7M | Sell |
65,552
-1,910
| -3% | -$311K | 0.2% | 115 |
|
|
2015
Q1 | $10.8M | Sell |
67,462
-120
| -0.2% | -$19.3K | 0.2% | 116 |
|
|
2014
Q4 | $10.8M | Sell |
67,582
-1,801
| -3% | -$289K | 0.21% | 112 |
|
|
2014
Q3 | $13.2M | Sell |
69,383
-2,646
| -4% | -$502K | 0.27% | 103 |
|
|
2014
Q2 | $13.1M | Sell |
72,029
-5,160
| -7% | -$935K | 0.25% | 99 |
|
|
2014
Q1 | $14.9M | Buy |
77,189
+2,143
| +3% | +$413K | 0.29% | 91 |
|
|
2013
Q4 | $14.1M | Buy |
75,046
+3,164
| +4% | +$593K | 0.27% | 96 |
|
|
2013
Q3 | $13.3M | Sell |
71,882
-5,926
| -8% | -$1.1M | 0.28% | 100 |
|
|
2013
Q2 | $14.9M | Buy |
+77,808
| New | +$14.9M | 0.33% | 86 |
|