PWAM
Pinnacle West Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
6,300
-35
| -0.6% | -$10.3K | 1.28% | 29 |
|
|
2025
Q1 | $1.58M | Hold |
6,335
| – | – | 1.14% | 31 |
|
|
2024
Q4 | $1.39M | Hold |
6,335
| – | – | 1% | 34 |
|
|
2024
Q3 | $1.4M | Buy |
6,335
+25
| +0.4% | +$5.53K | 1% | 33 |
|
|
2024
Q2 | $1.09M | Hold |
6,310
| – | – | 0.85% | 38 |
|
|
2024
Q1 | $1.21M | Sell |
6,310
-25
| -0.4% | -$4.77K | 0.96% | 38 |
|
|
2023
Q4 | $1.04M | Buy |
6,335
+260
| +4% | +$42.5K | 0.89% | 38 |
|
|
2023
Q3 | $852K | Buy |
6,075
+340
| +6% | +$47.7K | 0.84% | 43 |
|
|
2023
Q2 | $767K | Sell |
5,735
-100
| -2% | -$13.4K | 0.74% | 51 |
|
|
2023
Q1 | $765K | Buy |
+5,835
| New | +$765K | 0.8% | 49 |
|