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Asset Planning Inc’s IBM IBM Stock Holding History

Asset Planning Inc’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$459K Sell
1,559
-173
-10% -$51K 0.35% 47
2025
Q1 		$431K Buy
1,732
+1
+0.1% +$249 0.34% 46
2024
Q4 		$381K Buy
+1,731
New +$381K 0.29% 56