Private Capital Advisors’s IBM IBM Stock Holding History

Private Capital Advisors’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$295K	Hold	1,000	–	–	0.04%	69
2025 Q1	$249K	Hold	1,000	–	–	0.03%	68
2024 Q4	$220K	Hold	1,000	–	–	0.03%	69
2024 Q3	$221K	Buy	+1,000	New	+$221K	0.02%	70
2022 Q1	–	Sell	-1,600	Closed	-$214K	–	103
2021 Q4	$214K	Sell	1,600 -74	-4%	-$9.9K	0.03%	73
2021 Q3	$222K	Buy	+1,674	New	+$222K	0.04%	88
2021 Q2	–	Sell	-2,254	Closed	-$287K	–	102
2021 Q1	$287K	Hold	2,254	–	–	0.05%	83
2020 Q4	$271K	Hold	2,254	–	–	0.05%	81
2020 Q3	$262K	Hold	2,254	–	–	0.06%	79
2020 Q2	$260K	Buy	2,254 +162	+8%	+$18.7K	0.07%	75
2020 Q1	$222K	Hold	2,092	–	–	0.07%	65
2019 Q4	$268K	Hold	2,092	–	–	0.07%	73
2019 Q3	$291K	Hold	2,092	–	–	0.08%	78
2019 Q2	$276K	Hold	2,092	–	–	0.08%	85
2019 Q1	$282K	Hold	2,092	–	–	0.09%	82
2018 Q4	$227K	Sell	2,092 -47,079	-96%	-$5.11M	0.08%	84
2018 Q3	$7.11M	Buy	49,171 +1,630	+3%	+$236K	1.96%	25
2018 Q2	$6.35M	Buy	47,541 +45,397	+2,117%	+$6.06M	1.99%	21
2018 Q1	$315K	Sell	2,144 -3,232	-60%	-$475K	0.1%	88
2017 Q4	$789K	Buy	5,376 +3,127	+139%	+$459K	0.27%	61
2017 Q3	$312K	Hold	2,249	–	–	0.11%	93
2017 Q2	$331K	Buy	2,249 +105	+5%	+$15.5K	0.11%	111
2017 Q1	$357K	Hold	2,144	–	–	0.12%	98
2016 Q4	$340K	Hold	2,144	–	–	0.12%	99
2016 Q3	$326K	Hold	2,144	–	–	0.12%	97
2016 Q2	$311K	Hold	2,144	–	–	0.12%	94
2016 Q1	$310K	Hold	2,144	–	–	0.14%	91
2015 Q4	$282K	Hold	2,144	–	–	0.12%	97
2015 Q3	$297K	Hold	2,144	–	–	0.12%	102
2015 Q2	$333K	Hold	2,144	–	–	0.11%	121
2015 Q1	$329K	Sell	2,144 -21,823	-91%	-$3.35M	0.12%	101
2014 Q4	$3.68M	Sell	23,967 -3,091	-11%	-$474K	1.38%	31
2014 Q3	$4.91M	Sell	27,058 -293	-1%	-$53.2K	1.59%	20
2014 Q2	$4.74M	Sell	27,351 -946	-3%	-$164K	1.53%	20
2014 Q1	$5.21M	Sell	28,297 -178	-0.6%	-$32.8K	1.98%	13
2013 Q4	$5.11M	Sell	28,475 -262	-0.9%	-$47K	1.75%	11
2013 Q3	$5.09M	Sell	28,737 -659	-2%	-$117K	1.85%	13
2013 Q2	$5.37M	Buy	+29,396	New	+$5.37M	1.99%	9