Private Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $282K | Hold |
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|
2025
Q2 | $295K | Hold |
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|
2025
Q1 | $249K | Hold |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $221K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $214K | Sell |
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|
2021
Q3 | $222K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $287K | Hold |
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|
2020
Q4 | $271K | Hold |
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|
2020
Q3 | $262K | Hold |
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|
2020
Q2 | $260K | Buy |
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|
2020
Q1 | $222K | Hold |
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|
2019
Q4 | $268K | Hold |
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|
2019
Q3 | $291K | Hold |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $282K | Hold |
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|
2018
Q4 | $227K | Sell |
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|
2018
Q3 | $7.11M | Buy |
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|
2018
Q2 | $6.35M | Buy |
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|
2018
Q1 | $315K | Sell |
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|
2017
Q4 | $789K | Buy |
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|
2017
Q3 | $312K | Hold |
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|
2017
Q2 | $331K | Buy |
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|
2017
Q1 | $357K | Hold |
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|
2016
Q4 | $340K | Hold |
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|
2016
Q3 | $326K | Hold |
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|
2016
Q2 | $311K | Hold |
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|
2016
Q1 | $310K | Hold |
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|
2015
Q4 | $282K | Hold |
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|
2015
Q3 | $297K | Hold |
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|
2015
Q2 | $333K | Hold |
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|
2015
Q1 | $329K | Sell |
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|
2014
Q4 | $3.68M | Sell |
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|
2014
Q3 | $4.91M | Sell |
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|
2014
Q2 | $4.74M | Sell |
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|
2014
Q1 | $5.21M | Sell |
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|
2013
Q4 | $5.11M | Sell |
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|
2013
Q3 | $5.09M | Sell |
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|
2013
Q2 | $5.37M | Buy |
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