APG
Abacus Planning Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
3,472
+70
| +2% | +$20.6K | 0.15% | 80 |
|
|
2025
Q1 | $846K | Buy |
3,402
+123
| +4% | +$30.6K | 0.15% | 85 |
|
|
2024
Q4 | $721K | Buy |
3,279
+8
| +0.2% | +$1.76K | 0.13% | 88 |
|
|
2024
Q3 | $723K | Buy |
3,271
+261
| +9% | +$57.7K | 0.13% | 87 |
|
|
2024
Q2 | $521K | Buy |
3,010
+42
| +1% | +$7.26K | 0.1% | 103 |
|
|
2024
Q1 | $567K | Sell |
2,968
-45
| -1% | -$8.59K | 0.11% | 99 |
|
|
2023
Q4 | $493K | Buy |
3,013
+140
| +5% | +$22.9K | 0.1% | 105 |
|
|
2023
Q3 | $403K | Buy |
2,873
+10
| +0.3% | +$1.4K | 0.1% | 113 |
|
|
2023
Q2 | $383K | Hold |
2,863
| – | – | 0.09% | 120 |
|
|
2023
Q1 | $375K | Hold |
2,863
| – | – | 0.1% | 117 |
|
|
2022
Q4 | $403K | Buy |
2,863
+479
| +20% | +$67.5K | 0.11% | 118 |
|
|
2022
Q3 | $283K | Sell |
2,384
-179
| -7% | -$21.2K | 0.09% | 132 |
|
|
2022
Q2 | $362K | Sell |
2,563
-526
| -17% | -$74.3K | 0.11% | 123 |
|
|
2022
Q1 | $402K | Sell |
3,089
-13
| -0.4% | -$1.69K | 0.11% | 129 |
|
|
2021
Q4 | $415K | Buy |
3,102
+1
| +0% | +$134 | 0.11% | 130 |
|
|
2021
Q3 | $431K | Hold |
3,101
| – | – | 0.14% | 110 |
|
|
2021
Q2 | $455K | Sell |
3,101
-137
| -4% | -$20.1K | 0.14% | 107 |
|
|
2021
Q1 | $431K | Buy |
3,238
+163
| +5% | +$21.7K | 0.14% | 107 |
|
|
2020
Q4 | $387K | Sell |
3,075
-99
| -3% | -$12.5K | 0.12% | 113 |
|
|
2020
Q3 | $386K | Buy |
3,174
+124
| +4% | +$15.1K | 0.14% | 99 |
|
|
2020
Q2 | $368K | Sell |
3,050
-310
| -9% | -$37.4K | 0.15% | 98 |
|
|
2020
Q1 | $373K | Sell |
3,360
-902
| -21% | -$100K | 0.18% | 94 |
|
|
2019
Q4 | $571K | Buy |
4,262
+332
| +8% | +$44.5K | 0.26% | 77 |
|
|
2019
Q3 | $572K | Buy |
3,930
+72
| +2% | +$10.5K | 0.28% | 73 |
|
|
2019
Q2 | $532K | Buy |
3,858
+680
| +21% | +$93.8K | 0.32% | 74 |
|
|
2019
Q1 | $448K | Buy |
3,178
+592
| +23% | +$83.5K | 0.28% | 80 |
|
|
2018
Q4 | $294K | Buy |
2,586
+2
| +0.1% | +$227 | 0.22% | 103 |
|
|
2018
Q3 | $390K | Hold |
2,584
| – | – | 0.26% | 86 |
|
|
2018
Q2 | $360K | Sell |
2,584
-111
| -4% | -$15.5K | 0.27% | 88 |
|
|
2018
Q1 | $413K | Buy |
2,695
+358
| +15% | +$54.9K | 0.34% | 71 |
|
|
2017
Q4 | $359K | Buy |
+2,337
| New | +$359K | 0.36% | 61 |
|