PH
Pinnacle Holdings’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
10,199
+602
| +6% | +$177K | 1.08% | 23 |
|
|
2025
Q1 | $2.39M | Sell |
9,597
-414
| -4% | -$103K | 0.91% | 37 |
|
|
2024
Q4 | $2.2M | Sell |
10,011
-627
| -6% | -$138K | 0.83% | 39 |
|
|
2024
Q3 | $2.35M | Sell |
10,638
-263
| -2% | -$58.1K | 0.92% | 33 |
|
|
2024
Q2 | $1.89M | Sell |
10,901
-66
| -0.6% | -$11.4K | 0.77% | 42 |
|
|
2024
Q1 | $2.09M | Sell |
10,967
-785
| -7% | -$150K | 0.84% | 41 |
|
|
2023
Q4 | $1.92M | Buy |
11,752
+459
| +4% | +$75.1K | 0.79% | 41 |
|
|
2023
Q3 | $1.58M | Sell |
11,293
-1,094
| -9% | -$153K | 0.74% | 49 |
|
|
2023
Q2 | $1.66M | Sell |
12,387
-71
| -0.6% | -$9.5K | 0.74% | 49 |
|
|
2023
Q1 | $1.63M | Buy |
12,458
+29
| +0.2% | +$3.8K | 0.76% | 50 |
|
|
2022
Q4 | $1.75M | Sell |
12,429
-1,618
| -12% | -$228K | 0.78% | 44 |
|
|
2022
Q3 | $1.67M | Buy |
14,047
+42
| +0.3% | +$4.99K | 0.78% | 47 |
|
|
2022
Q2 | $1.98M | Buy |
14,005
+427
| +3% | +$60.3K | 0.91% | 33 |
|
|
2022
Q1 | $1.77M | Buy |
13,578
+1,248
| +10% | +$162K | 0.69% | 52 |
|
|
2021
Q4 | $1.65M | Buy |
12,330
+28
| +0.2% | +$3.74K | 0.69% | 51 |
|
|
2021
Q3 | $1.71M | Sell |
12,302
-349
| -3% | -$48.5K | 0.75% | 50 |
|
|
2021
Q2 | $1.85M | Sell |
12,651
-108
| -0.8% | -$15.8K | 0.85% | 38 |
|
|
2021
Q1 | $1.7M | Sell |
12,759
-28
| -0.2% | -$3.73K | 0.79% | 47 |
|
|
2020
Q4 | $1.61M | Sell |
12,787
-275
| -2% | -$34.6K | 0.85% | 41 |
|
|
2020
Q3 | $1.59M | Sell |
13,062
-8,061
| -38% | -$981K | 0.92% | 36 |
|
|
2020
Q2 | $2.55M | Buy |
21,123
+217
| +1% | +$26.2K | 1.22% | 22 |
|
|
2020
Q1 | $2.32M | Buy |
20,906
+1,610
| +8% | +$179K | 1.33% | 19 |
|
|
2019
Q4 | $2.59M | Buy |
19,296
+41
| +0.2% | +$5.5K | 0.97% | 34 |
|
|
2019
Q3 | $2.8M | Sell |
19,255
-82
| -0.4% | -$11.9K | 1.06% | 26 |
|
|
2019
Q2 | $2.67M | Buy |
19,337
+57
| +0.3% | +$7.86K | 0.99% | 36 |
|
|
2019
Q1 | $2.72M | Sell |
19,280
-51
| -0.3% | -$7.2K | 1.02% | 32 |
|
|
2018
Q4 | $2.2M | Buy |
19,331
+171
| +0.9% | +$19.4K | 0.91% | 37 |
|
|
2018
Q3 | $2.9M | Sell |
19,160
-59
| -0.3% | -$8.92K | 1% | 28 |
|
|
2018
Q2 | $2.68M | Sell |
19,219
-443
| -2% | -$61.9K | 0.94% | 31 |
|
|
2018
Q1 | $3.02M | Buy |
19,662
+3,062
| +18% | +$470K | 1.13% | 25 |
|
|
2017
Q4 | $2.55M | Buy |
16,600
+42
| +0.3% | +$6.44K | 0.93% | 36 |
|
|
2017
Q3 | $2.4M | Buy |
16,558
+1,145
| +7% | +$166K | 0.89% | 38 |
|
|
2017
Q2 | $2.37M | Buy |
15,413
+1,585
| +11% | +$244K | 0.92% | 33 |
|
|
2017
Q1 | $2.41M | Sell |
13,828
-117
| -0.8% | -$20.4K | 0.93% | 30 |
|
|
2016
Q4 | $2.31M | Sell |
13,945
-969
| -6% | -$161K | 0.9% | 29 |
|
|
2016
Q3 | $2.37M | Sell |
14,914
-177
| -1% | -$28.1K | 0.93% | 27 |
|
|
2016
Q2 | $2.29M | Sell |
15,091
-126
| -0.8% | -$19.1K | 0.98% | 25 |
|
|
2016
Q1 | $2.3M | Sell |
15,217
-99
| -0.6% | -$15K | 1.1% | 23 |
|
|
2015
Q4 | $2.11M | Sell |
15,316
-264
| -2% | -$36.3K | 0.98% | 30 |
|
|
2015
Q3 | $2.26M | Buy |
15,580
+270
| +2% | +$39.1K | 0.97% | 29 |
|
|
2015
Q2 | $2.49M | Sell |
15,310
-321
| -2% | -$52.2K | 0.91% | 30 |
|
|
2015
Q1 | $2.51M | Sell |
15,631
-298
| -2% | -$47.8K | 0.91% | 28 |
|
|
2014
Q4 | $2.56M | Sell |
15,929
-502
| -3% | -$80.5K | 0.84% | 31 |
|
|
2014
Q3 | $3.12M | Buy |
16,431
+2,761
| +20% | +$524K | 0.81% | 30 |
|
|
2014
Q2 | $2.48M | Sell |
13,670
-271
| -2% | -$49.1K | 0.61% | 43 |
|
|
2014
Q1 | $2.68M | Buy |
13,941
+717
| +5% | +$138K | 0.74% | 40 |
|
|
2013
Q4 | $2.48M | Sell |
13,224
-789
| -6% | -$148K | 0.72% | 38 |
|
|
2013
Q3 | $2.59M | Sell |
14,013
-623
| -4% | -$115K | 0.82% | 29 |
|
|
2013
Q2 | $2.8M | Buy |
+14,636
| New | +$2.8M | 0.88% | 31 |
|