PFS
Prospera Financial Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6M | Buy |
103,878
+3,426
| +3% | +$1.01M | 0.57% | 30 |
|
|
2025
Q1 | $25M | Buy |
100,452
+8,041
| +9% | +$2M | 0.57% | 32 |
|
|
2024
Q4 | $20.3M | Buy |
92,411
+13,819
| +18% | +$3.04M | 0.47% | 43 |
|
|
2024
Q3 | $17.4M | Buy |
78,592
+6,009
| +8% | +$1.33M | 0.44% | 53 |
|
|
2024
Q2 | $12.6M | Buy |
72,583
+23,357
| +47% | +$4.04M | 0.35% | 61 |
|
|
2024
Q1 | $9.4M | Buy |
49,226
+26,355
| +115% | +$5.04M | 0.28% | 74 |
|
|
2023
Q4 | $3.74M | Buy |
22,871
+1,120
| +5% | +$183K | 0.12% | 189 |
|
|
2023
Q3 | $3.05M | Buy |
21,751
+260
| +1% | +$36.5K | 0.12% | 191 |
|
|
2023
Q2 | $2.88M | Buy |
21,491
+313
| +1% | +$41.9K | 0.11% | 208 |
|
|
2023
Q1 | $2.78M | Sell |
21,178
-447
| -2% | -$58.7K | 0.11% | 218 |
|
|
2022
Q4 | $3.05M | Sell |
21,625
-78
| -0.4% | -$11K | 0.15% | 160 |
|
|
2022
Q3 | $2.58M | Sell |
21,703
-20,155
| -48% | -$2.4M | 0.13% | 192 |
|
|
2022
Q2 | $5.91M | Buy |
41,858
+19,127
| +84% | +$2.7M | 0.3% | 72 |
|
|
2022
Q1 | $2.96M | Buy |
22,731
+5,715
| +34% | +$744K | 0.12% | 204 |
|
|
2021
Q4 | $2.28M | Buy |
17,016
+605
| +4% | +$80.9K | 0.1% | 243 |
|
|
2021
Q3 | $2.28M | Sell |
16,411
-407
| -2% | -$56.6K | 0.11% | 219 |
|
|
2021
Q2 | $2.47M | Buy |
16,818
+1,203
| +8% | +$176K | 0.12% | 209 |
|
|
2021
Q1 | $2.08M | Buy |
15,615
+1,420
| +10% | +$189K | 0.12% | 212 |
|
|
2020
Q4 | $1.79M | Buy |
14,195
+10,967
| +340% | +$1.38M | 0.12% | 205 |
|
|
2020
Q3 | $391K | Sell |
3,228
-11,574
| -78% | -$1.4M | 0.15% | 124 |
|
|
2020
Q2 | $1.7M | Buy |
14,802
+1,241
| +9% | +$142K | 0.15% | 174 |
|
|
2020
Q1 | $1.5M | Sell |
13,561
-751
| -5% | -$83.3K | 0.16% | 152 |
|
|
2019
Q4 | $1.92M | Buy |
14,312
+2,407
| +20% | +$323K | 0.15% | 176 |
|
|
2019
Q3 | $1.73M | Buy |
11,905
+171
| +1% | +$24.9K | 0.18% | 116 |
|
|
2019
Q2 | $1.63M | Sell |
11,734
-331
| -3% | -$45.9K | 0.18% | 117 |
|
|
2019
Q1 | $1.73M | Buy |
12,065
+3,496
| +41% | +$501K | 0.57% | 47 |
|
|
2018
Q4 | $977K | Buy |
8,569
+1,069
| +14% | +$122K | 0.2% | 114 |
|
|
2018
Q3 | $1.06M | Sell |
7,500
-897
| -11% | -$127K | 0.2% | 118 |
|
|
2018
Q2 | $1.18M | Buy |
8,397
+878
| +12% | +$123K | 0.16% | 122 |
|
|
2018
Q1 | $1.16M | Buy |
7,519
+2,999
| +66% | +$461K | 0.16% | 125 |
|
|
2017
Q4 | $698K | Buy |
4,520
+1,005
| +29% | +$155K | 0.11% | 162 |
|
|
2017
Q3 | $511K | Buy |
3,515
+585
| +20% | +$85K | 0.08% | 233 |
|
|
2017
Q2 | $449K | Sell |
2,930
-927
| -24% | -$142K | 0.07% | 236 |
|
|
2017
Q1 | $670K | Sell |
3,857
-361
| -9% | -$62.7K | 0.12% | 149 |
|
|
2016
Q4 | $704K | Sell |
4,218
-537
| -11% | -$89.6K | 0.14% | 134 |
|
|
2016
Q3 | $756K | Buy |
4,755
+1,636
| +52% | +$260K | 0.15% | 123 |
|
|
2016
Q2 | $473K | Buy |
3,119
+941
| +43% | +$143K | 0.1% | 173 |
|
|
2016
Q1 | $326K | Sell |
2,178
-749
| -26% | -$112K | 0.07% | 202 |
|
|
2015
Q4 | $403K | Sell |
2,927
-1,076
| -27% | -$148K | 0.09% | 153 |
|
|
2015
Q3 | $537K | Buy |
4,003
+624
| +18% | +$83.7K | 0.14% | 106 |
|
|
2015
Q2 | $501K | Sell |
3,379
-90
| -3% | -$13.3K | 0.12% | 135 |
|
|
2015
Q1 | $483K | Sell |
3,469
-782
| -18% | -$109K | 0.11% | 146 |
|
|
2014
Q4 | $682K | Sell |
4,251
-532
| -11% | -$85.4K | 0.17% | 97 |
|
|
2014
Q3 | $781K | Sell |
4,783
-14
| -0.3% | -$2.29K | 0.21% | 75 |
|
|
2014
Q2 | $870K | Buy |
4,797
+619
| +15% | +$112K | 0.24% | 70 |
|
|
2014
Q1 | $675K | Buy |
4,178
+1,433
| +52% | +$232K | 0.21% | 65 |
|
|
2013
Q4 | $515K | Sell |
2,745
-5,354
| -66% | -$1M | 0.17% | 95 |
|
|
2013
Q3 | $1.51M | Buy |
8,099
+260
| +3% | +$48.4K | 0.57% | 43 |
|
|
2013
Q2 | $1.5M | Buy |
+7,839
| New | +$1.5M | 0.69% | 41 |
|