PS
Portfolio Strategies’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+700
| New | +$206K | 0.03% | 50 |
|
|
2021
Q1 | – | Sell |
-1,762
| Closed | -$222K | – | 63 |
|
|
2020
Q4 | $222K | Buy |
+1,762
| New | +$222K | 0.04% | 49 |
|
|
2020
Q3 | – | Sell |
-1,769
| Closed | -$214K | – | 49 |
|
|
2020
Q2 | $214K | Buy |
+1,769
| New | +$214K | 0.08% | 44 |
|
|
2019
Q4 | – | Sell |
-1,554
| Closed | -$226K | – | 56 |
|
|
2019
Q3 | $226K | Buy |
1,554
+1
| +0.1% | +$145 | 0.12% | 52 |
|
|
2019
Q2 | $214K | Sell |
1,553
-79
| -5% | -$10.9K | 0.14% | 51 |
|
|
2019
Q1 | $230K | Buy |
+1,632
| New | +$230K | 0.18% | 55 |
|
|
2018
Q4 | – | Sell |
-1,298
| Closed | -$196K | – | 105 |
|
|
2018
Q3 | $196K | Sell |
1,298
-1,197
| -48% | -$181K | 0.11% | 49 |
|
|
2018
Q2 | $349K | Sell |
2,495
-288
| -10% | -$40.3K | 0.23% | 40 |
|
|
2018
Q1 | $427K | Buy |
2,783
+44
| +2% | +$6.75K | 0.33% | 35 |
|
|
2017
Q4 | $420K | Buy |
+2,739
| New | +$420K | 0.29% | 38 |
|