Pinnacle Wealth Planning Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
6,277
+2,693
| +75% | +$794K | 0.24% | 51 |
|
|
2025
Q1 | $891K | Buy |
3,584
+265
| +8% | +$65.9K | 0.13% | 89 |
|
|
2024
Q4 | $730K | Sell |
3,319
-2,089
| -39% | -$459K | 0.11% | 108 |
|
|
2024
Q3 | $1.2M | Buy |
5,408
+478
| +10% | +$106K | 0.16% | 83 |
|
|
2024
Q2 | $853K | Sell |
4,930
-1
| -0% | -$173 | 0.12% | 105 |
|
|
2024
Q1 | $942K | Sell |
4,931
-258
| -5% | -$49.3K | 0.14% | 103 |
|
|
2023
Q4 | $849K | Sell |
5,189
-44
| -0.8% | -$7.2K | 0.13% | 106 |
|
|
2023
Q3 | $734K | Sell |
5,233
-3
| -0.1% | -$421 | 0.12% | 106 |
|
|
2023
Q2 | $701K | Sell |
5,236
-316
| -6% | -$42.3K | 0.11% | 122 |
|
|
2023
Q1 | $728K | Sell |
5,552
-1,031
| -16% | -$135K | 0.12% | 123 |
|
|
2022
Q4 | $927K | Buy |
6,583
+880
| +15% | +$124K | 0.16% | 90 |
|
|
2022
Q3 | $678K | Sell |
5,703
-744
| -12% | -$88.5K | 0.13% | 104 |
|
|
2022
Q2 | $910K | Buy |
6,447
+3,509
| +119% | +$495K | 0.16% | 97 |
|
|
2022
Q1 | $382K | Buy |
2,938
+19
| +0.7% | +$2.47K | 0.07% | 219 |
|
|
2021
Q4 | $390K | Sell |
2,919
-845
| -22% | -$113K | 0.08% | 209 |
|
|
2021
Q3 | $500K | Buy |
3,764
+195
| +5% | +$25.9K | 0.11% | 137 |
|
|
2021
Q2 | $500K | Buy |
3,569
+60
| +2% | +$8.41K | 0.12% | 130 |
|
|
2021
Q1 | $447K | Buy |
3,509
+909
| +35% | +$116K | 0.11% | 138 |
|
|
2020
Q4 | $313K | Buy |
2,600
+353
| +16% | +$42.5K | 0.07% | 186 |
|
|
2020
Q3 | $261K | Buy |
2,247
+343
| +18% | +$39.8K | 0.09% | 188 |
|
|
2020
Q2 | $220K | Sell |
1,904
-1,388
| -42% | -$160K | 0.07% | 205 |
|
|
2020
Q1 | $349K | Buy |
3,292
+925
| +39% | +$98.1K | 0.17% | 121 |
|
|
2019
Q4 | $303K | Buy |
2,367
+245
| +12% | +$31.4K | 0.14% | 149 |
|
|
2019
Q3 | $295K | Buy |
2,122
+567
| +36% | +$78.8K | 0.16% | 126 |
|
|
2019
Q2 | $206K | Buy |
+1,555
| New | +$206K | 0.12% | 154 |
|
|
2018
Q4 | – | Sell |
-1,633
| Closed | -$235K | – | 169 |
|
|
2018
Q3 | $235K | Buy |
1,633
+107
| +7% | +$15.4K | 0.21% | 149 |
|
|
2018
Q2 | $204K | Sell |
1,526
-118
| -7% | -$15.8K | 0.2% | 162 |
|
|
2018
Q1 | $241K | Buy |
+1,644
| New | +$241K | 0.25% | 134 |
|