Pinnacle Wealth Planning Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.9M | Buy |
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|
2025
Q2 | $1.85M | Buy |
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|
2025
Q1 | $891K | Buy |
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|
2024
Q4 | $730K | Sell |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $853K | Sell |
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|
2024
Q1 | $942K | Sell |
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|
2023
Q4 | $849K | Sell |
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|
2023
Q3 | $734K | Sell |
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|
2023
Q2 | $701K | Sell |
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|
2023
Q1 | $728K | Sell |
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|
2022
Q4 | $927K | Buy |
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|
2022
Q3 | $678K | Sell |
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|
2022
Q2 | $910K | Buy |
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|
2022
Q1 | $382K | Buy |
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|
2021
Q4 | $390K | Sell |
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|
2021
Q3 | $500K | Buy |
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|
2021
Q2 | $500K | Buy |
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|
2021
Q1 | $447K | Buy |
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|
2020
Q4 | $313K | Buy |
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|
2020
Q3 | $261K | Buy |
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|
2020
Q2 | $220K | Sell |
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|
2020
Q1 | $349K | Buy |
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|
2019
Q4 | $303K | Buy |
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|
2019
Q3 | $295K | Buy |
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|
2019
Q2 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $235K | Buy |
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|
2018
Q2 | $204K | Sell |
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|
2018
Q1 | $241K | Buy |
|