PWMAG
Pinnacle Wealth Management Advisory Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Buy |
17,788
+415
| +2% | +$122K | 0.44% | 53 |
|
|
2025
Q1 | $4.32M | Buy |
17,373
+675
| +4% | +$168K | 0.4% | 59 |
|
|
2024
Q4 | $3.67M | Sell |
16,698
-1,146
| -6% | -$252K | 0.34% | 65 |
|
|
2024
Q3 | $3.94M | Buy |
17,844
+364
| +2% | +$80.5K | 0.38% | 61 |
|
|
2024
Q2 | $3.02M | Buy |
17,480
+5,029
| +40% | +$870K | 0.31% | 73 |
|
|
2024
Q1 | $2.38M | Buy |
12,451
+383
| +3% | +$73.1K | 0.26% | 81 |
|
|
2023
Q4 | $1.97M | Sell |
12,068
-151
| -1% | -$24.7K | 0.23% | 87 |
|
|
2023
Q3 | $1.71M | Sell |
12,219
-42
| -0.3% | -$5.89K | 0.22% | 88 |
|
|
2023
Q2 | $1.64M | Buy |
12,261
+111
| +0.9% | +$14.9K | 0.2% | 93 |
|
|
2023
Q1 | $1.59M | Sell |
12,150
-180
| -1% | -$23.6K | 0.22% | 92 |
|
|
2022
Q4 | $1.74M | Sell |
12,330
-357
| -3% | -$50.3K | 0.26% | 78 |
|
|
2022
Q3 | $1.51M | Buy |
12,687
+1,480
| +13% | +$176K | 0.25% | 83 |
|
|
2022
Q2 | $1.58M | Buy |
11,207
+1,510
| +16% | +$213K | 0.26% | 86 |
|
|
2022
Q1 | $1.26M | Sell |
9,697
-340
| -3% | -$44.2K | 0.18% | 106 |
|
|
2021
Q4 | $1.34M | Buy |
10,037
+1,431
| +17% | +$191K | 0.22% | 99 |
|
|
2021
Q3 | $1.2M | Sell |
8,606
-240
| -3% | -$33.4K | 0.28% | 89 |
|
|
2021
Q2 | $1.3M | Buy |
8,846
+815
| +10% | +$119K | 0.3% | 84 |
|
|
2021
Q1 | $1.07M | Sell |
8,031
-916
| -10% | -$122K | 0.3% | 76 |
|
|
2020
Q4 | $1.13M | Sell |
8,947
-4
| -0% | -$503 | 0.34% | 72 |
|
|
2020
Q3 | $1.09M | Buy |
8,951
+476
| +6% | +$57.9K | 0.38% | 71 |
|
|
2020
Q2 | $1.02M | Sell |
8,475
-125
| -1% | -$15.1K | 0.38% | 72 |
|
|
2020
Q1 | $954K | Sell |
8,600
-865
| -9% | -$96K | 0.46% | 56 |
|
|
2019
Q4 | $1.27M | Buy |
9,465
+255
| +3% | +$34.2K | 0.47% | 64 |
|
|
2019
Q3 | $1.34M | Buy |
9,210
+420
| +5% | +$61.1K | 0.56% | 54 |
|
|
2019
Q2 | $1.21M | Buy |
8,790
+15
| +0.2% | +$2.07K | 0.52% | 61 |
|
|
2019
Q1 | $1.24M | Buy |
8,775
+375
| +4% | +$52.9K | 0.56% | 58 |
|
|
2018
Q4 | $955K | Sell |
8,400
-2,070
| -20% | -$235K | 0.52% | 64 |
|
|
2018
Q3 | $1.58M | Hold |
10,470
| – | – | 0.78% | 35 |
|
|
2018
Q2 | $1.46M | Buy |
10,470
+1,205
| +13% | +$168K | 0.79% | 31 |
|
|
2018
Q1 | $1.42M | Buy |
9,265
+2,065
| +29% | +$317K | 0.81% | 32 |
|
|
2017
Q4 | $1.11M | Buy |
7,200
+205
| +3% | +$31.5K | 0.61% | 49 |
|
|
2017
Q3 | $1.02M | Sell |
6,995
-179
| -2% | -$26K | 0.59% | 57 |
|
|
2017
Q2 | $1.1M | Sell |
7,174
-95
| -1% | -$14.6K | 0.68% | 50 |
|
|
2017
Q1 | $1.27M | Buy |
7,269
+41
| +0.6% | +$7.14K | 0.88% | 34 |
|
|
2016
Q4 | $1.2M | Buy |
7,228
+524
| +8% | +$87K | 0.86% | 37 |
|
|
2016
Q3 | $1.07M | Buy |
6,704
+70
| +1% | +$11.1K | 0.81% | 42 |
|
|
2016
Q2 | $1.01M | Buy |
6,634
+87
| +1% | +$13.2K | 0.8% | 43 |
|
|
2016
Q1 | $991K | Buy |
6,547
+384
| +6% | +$58.1K | 0.88% | 39 |
|
|
2015
Q4 | $848K | Buy |
6,163
+1,885
| +44% | +$259K | 0.77% | 44 |
|
|
2015
Q3 | $620K | Buy |
4,278
+1,130
| +36% | +$164K | 0.6% | 54 |
|
|
2015
Q2 | $512K | Sell |
3,148
-510
| -14% | -$82.9K | 0.47% | 63 |
|
|
2015
Q1 | $587K | Sell |
3,658
-35
| -0.9% | -$5.62K | 0.53% | 60 |
|
|
2014
Q4 | $592K | Buy |
+3,693
| New | +$592K | 0.55% | 59 |
|