PFA
Plotkin Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Hold |
4,552
| – | – | 0.74% | 31 |
|
|
2025
Q1 | $1.13M | Hold |
4,552
| – | – | 0.7% | 31 |
|
|
2024
Q4 | $1M | Hold |
4,552
| – | – | 0.59% | 35 |
|
|
2024
Q3 | $1.01M | Hold |
4,552
| – | – | 0.6% | 34 |
|
|
2024
Q2 | $787K | Hold |
4,552
| – | – | 0.51% | 39 |
|
|
2024
Q1 | $869K | Buy |
+4,552
| New | +$869K | 0.58% | 35 |
|