Pinnacle Family Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $315K | Buy |
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|
2025
Q3 | $298K | Buy |
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|
2025
Q2 | $284K | Buy |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $217K | Buy |
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|
2024
Q3 | $210K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $234K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $943K | Sell |
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|
2022
Q3 | $814K | Buy |
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|
2022
Q2 | $795K | Buy |
|