Pinnacle Family 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 | $284K | Buy |
974
+4
| +0.4% | +$1.17K | 0.14% | 101 |
|
|
2025
Q1 | $241K | Sell |
970
-19
| -2% | -$4.72K | 0.13% | 97 |
|
|
2024
Q4 | $217K | Buy |
989
+38
| +4% | +$8.36K | 0.11% | 105 |
|
|
2024
Q3 | $210K | Buy |
+951
| New | +$210K | 0.11% | 112 |
|
|
2024
Q2 | – | Sell |
-1,224
| Closed | -$234K | – | 116 |
|
|
2024
Q1 | $234K | Buy |
+1,224
| New | +$234K | 0.12% | 91 |
|
|
2023
Q1 | – | Sell |
-6,697
| Closed | -$943K | – | 102 |
|
|
2022
Q4 | $943K | Sell |
6,697
-157
| -2% | -$22.1K | 0.67% | 32 |
|
|
2022
Q3 | $814K | Buy |
6,854
+1,220
| +22% | +$145K | 0.71% | 30 |
|
|
2022
Q2 | $795K | Buy |
+5,634
| New | +$795K | 0.65% | 33 |
|