PAI
Pittenger & Anderson Inc’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Buy |
16,330
+420
| +3% | +$124K | 0.18% | 113 |
|
|
2025
Q1 | $3.96M | Buy |
15,910
+425
| +3% | +$106K | 0.15% | 121 |
|
|
2024
Q4 | $3.4M | Buy |
15,485
+50
| +0.3% | +$11K | 0.12% | 130 |
|
|
2024
Q3 | $3.41M | Buy |
15,435
+175
| +1% | +$38.7K | 0.13% | 128 |
|
|
2024
Q2 | $2.64M | Buy |
15,260
+145
| +1% | +$25.1K | 0.11% | 133 |
|
|
2024
Q1 | $2.89M | Buy |
+15,115
| New | +$2.89M | 0.12% | 127 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$7K | – | 448 |
|
|
2022
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 365 |
|
|
2021
Q4 | $7K | Sell |
50
-100
| -67% | -$15K | ﹤0.01% | 368 |
|
|
2021
Q3 | $21K | Buy |
150
+100
| +200% | +$14K | ﹤0.01% | 320 |
|
|
2021
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 341 |
|
|
2021
Q1 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 330 |
|
|
2020
Q4 | – | Sell |
-2,610
| Closed | -$318K | – | 382 |
|
|
2020
Q3 | $318K | Buy |
2,610
+1,085
| +71% | +$132K | 0.02% | 177 |
|
|
2020
Q2 | $184K | Buy |
1,525
+700
| +85% | +$84.4K | 0.01% | 193 |
|
|
2020
Q1 | $92K | Buy |
825
+25
| +3% | +$2.77K | 0.01% | 219 |
|
|
2019
Q4 | $107K | Sell |
800
-600
| -43% | -$80.2K | 0.01% | 243 |
|
|
2019
Q3 | $204K | Buy |
1,400
+250
| +22% | +$36.4K | 0.01% | 212 |
|
|
2019
Q2 | $159K | Buy |
1,150
+439
| +62% | +$60.7K | 0.01% | 222 |
|
|
2019
Q1 | $100K | Buy |
711
+236
| +50% | +$33.2K | 0.01% | 234 |
|
|
2018
Q4 | $54K | Buy |
+475
| New | +$54K | 0.01% | 252 |
|
|
2018
Q3 | – | Sell |
-300
| Closed | -$42K | – | 380 |
|
|
2018
Q2 | $42K | Hold |
300
| – | – | ﹤0.01% | 272 |
|
|
2018
Q1 | $46K | Sell |
300
-146
| -33% | -$22.4K | ﹤0.01% | 272 |
|
|
2017
Q4 | $68K | Sell |
446
-167
| -27% | -$25.3K | 0.01% | 256 |
|
|
2017
Q3 | $89K | Buy |
613
+2
| +0.3% | +$278 | 0.01% | 242 |
|
|
2017
Q2 | $94K | Sell |
611
-22,620
| -97% | -$3.48M | 0.01% | 238 |
|
|
2017
Q1 | $4.05M | Buy |
23,231
+3,001
| +15% | +$523K | 0.41% | 66 |
|
|
2016
Q4 | $3.36M | Sell |
20,230
-320
| -2% | -$53K | 0.36% | 77 |
|
|
2016
Q3 | $3.26M | Sell |
20,550
-10
| -0% | -$1.67K | 0.36% | 74 |
|
|
2016
Q2 | $3.12M | Hold |
20,560
| – | – | 0.34% | 75 |
|
|
2016
Q1 | $3.11M | Buy |
20,560
+560
| +3% | +$84.9K | 0.36% | 72 |
|
|
2015
Q4 | $2.75M | Buy |
20,000
+925
| +5% | +$127K | 0.34% | 79 |
|
|
2015
Q3 | $2.77M | Buy |
19,075
+19,055
| +95,275% | +$2.76M | 0.37% | 74 |
|
|
2015
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 405 |
|
|
2015
Q1 | $3K | Sell |
20
-1,860
| -99% | -$278K | ﹤0.01% | 404 |
|
|
2014
Q4 | $302K | Sell |
1,880
-18,460
| -91% | -$2.97M | 0.04% | 223 |
|
|
2014
Q3 | $3.86M | Buy |
20,340
+150
| +0.7% | +$28.5K | 0.57% | 36 |
|
|
2014
Q2 | $3.66M | Sell |
20,190
-2,610
| -11% | -$473K | 0.54% | 39 |
|
|
2014
Q1 | $4.39M | Buy |
22,800
+75
| +0.3% | +$14.5K | 0.61% | 23 |
|
|
2013
Q4 | $4.26M | Buy |
22,725
+1,680
| +8% | +$315K | 0.6% | 23 |
|
|
2013
Q3 | $3.9M | Sell |
21,045
-155
| -0.7% | -$28.7K | 0.62% | 21 |
|
|
2013
Q2 | $4.05M | Buy |
+21,200
| New | +$4.05M | 0.7% | 16 |
|