Pittenger & Anderson Inc’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.01M | Sell |
16,555
-332
| -2% | -$89.8K | 0.16% | 117 |
|
|
2025
Q4 | $5M | Hold |
16,887
| – | – | 0.19% | 110 |
|
|
2025
Q3 | $4.76M | Buy |
16,887
+557
| +3% | +$146K | 0.17% | 114 |
|
|
2025
Q2 | $4.81M | Buy |
16,330
+420
| +3% | +$108K | 0.18% | 113 |
|
|
2025
Q1 | $3.96M | Buy |
15,910
+425
| +3% | +$104K | 0.15% | 121 |
|
|
2024
Q4 | $3.4M | Buy |
15,485
+50
| +0.3% | +$11.1K | 0.12% | 130 |
|
|
2024
Q3 | $3.41M | Buy |
15,435
+175
| +1% | +$34.3K | 0.13% | 128 |
|
|
2024
Q2 | $2.64M | Buy |
15,260
+145
| +1% | +$25.2K | 0.11% | 133 |
|
|
2024
Q1 | $2.89M | Buy |
+15,115
| New | +$2.76M | 0.12% | 127 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$7K | – | 448 |
|
|
2022
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 365 |
|
|
2021
Q4 | $7K | Sell |
50
-107
| -68% | -$13.4K | ﹤0.01% | 368 |
|
|
2021
Q3 | $21K | Buy |
157
+105
| +202% | +$14K | ﹤0.01% | 320 |
|
|
2021
Q2 | $7K | Hold |
52
| – | – | ﹤0.01% | 341 |
|
|
2021
Q1 | $7K | Buy |
+52
| New | +$6.22K | ﹤0.01% | 330 |
|
|
2020
Q4 | – | Sell |
-2,730
| Closed | -$318K | – | 382 |
|
|
2020
Q3 | $318K | Buy |
2,730
+1,135
| +71% | +$134K | 0.02% | 177 |
|
|
2020
Q2 | $184K | Buy |
1,595
+732
| +85% | +$85K | 0.01% | 193 |
|
|
2020
Q1 | $92K | Buy |
863
+26
| +3% | +$3.29K | 0.01% | 219 |
|
|
2019
Q4 | $107K | Sell |
837
-627
| -43% | -$81.5K | 0.01% | 243 |
|
|
2019
Q3 | $204K | Buy |
1,464
+261
| +22% | +$35.2K | 0.01% | 212 |
|
|
2019
Q2 | $159K | Buy |
1,203
+459
| +62% | +$60.3K | 0.01% | 222 |
|
|
2019
Q1 | $100K | Buy |
744
+247
| +50% | +$31.5K | 0.01% | 234 |
|
|
2018
Q4 | $54K | Buy |
+497
| New | +$59.6K | 0.01% | 252 |
|
|
2018
Q3 | – | Sell |
-314
| Closed | -$42K | – | 380 |
|
|
2018
Q2 | $42K | Hold |
314
| – | – | ﹤0.01% | 272 |
|
|
2018
Q1 | $46K | Sell |
314
-153
| -33% | -$23.1K | ﹤0.01% | 272 |
|
|
2017
Q4 | $68K | Sell |
467
-174
| -27% | -$25.3K | 0.01% | 256 |
|
|
2017
Q3 | $89K | Buy |
641
+2
| +0.3% | +$279 | 0.01% | 242 |
|
|
2017
Q2 | $94K | Sell |
639
-23,661
| -97% | -$3.57M | 0.01% | 238 |
|
|
2017
Q1 | $4.04M | Buy |
24,300
+3,139
| +15% | +$526K | 0.41% | 66 |
|
|
2016
Q4 | $3.36M | Sell |
21,161
-334
| -2% | -$50.9K | 0.36% | 77 |
|
|
2016
Q3 | $3.26M | Sell |
21,495
-11
| -0.1% | -$1.67K | 0.36% | 74 |
|
|
2016
Q2 | $3.12M | Hold |
21,506
| – | – | 0.34% | 75 |
|
|
2016
Q1 | $3.11M | Buy |
21,506
+586
| +3% | +$74.9K | 0.36% | 72 |
|
|
2015
Q4 | $2.75M | Buy |
20,920
+968
| +5% | +$130K | 0.34% | 79 |
|
|
2015
Q3 | $2.77M | Buy |
19,952
+19,931
| +94,910% | +$2.94M | 0.37% | 74 |
|
|
2015
Q2 | $3K | Hold |
21
| – | – | ﹤0.01% | 405 |
|
|
2015
Q1 | $3K | Sell |
21
-1,945
| -99% | -$295K | ﹤0.01% | 404 |
|
|
2014
Q4 | $302K | Sell |
1,966
-19,310
| -91% | -$3.07M | 0.04% | 223 |
|
|
2014
Q3 | $3.86M | Buy |
21,276
+157
| +0.7% | +$28.6K | 0.57% | 36 |
|
|
2014
Q2 | $3.66M | Sell |
21,119
-2,730
| -11% | -$491K | 0.54% | 39 |
|
|
2014
Q1 | $4.39M | Buy |
23,849
+79
| +0.3% | +$13.9K | 0.61% | 23 |
|
|
2013
Q4 | $4.26M | Buy |
23,770
+1,757
| +8% | +$303K | 0.6% | 23 |
|
|
2013
Q3 | $3.9M | Sell |
22,013
-162
| -0.7% | -$29.4K | 0.62% | 21 |
|
|
2013
Q2 | $4.05M | Buy |
+22,175
| New | +$4.32M | 0.7% | 16 |
|
Other funds holding IBM
VCM
VPM