PRI
Prepared Retirement Institute’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
1,060
-211
| -17% | -$62.2K | 0.18% | 61 |
|
|
2025
Q1 | $316K | Sell |
1,271
-309
| -20% | -$76.8K | 0.2% | 57 |
|
|
2024
Q4 | $347K | Buy |
1,580
+4
| +0.3% | +$879 | 0.2% | 53 |
|
|
2024
Q3 | $348K | Sell |
1,576
-47
| -3% | -$10.4K | 0.21% | 46 |
|
|
2024
Q2 | $281K | Sell |
1,623
-167
| -9% | -$28.9K | 0.19% | 63 |
|
|
2024
Q1 | $342K | Sell |
1,790
-2,954
| -62% | -$564K | 0.26% | 44 |
|
|
2023
Q4 | $776K | Buy |
+4,744
| New | +$776K | 0.58% | 25 |
|