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Avantax Planning Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
36,701
-340
| -0.9% | -$100K | 0.34% | 49 |
|
|
2025
Q1 | $9.21M | Sell |
37,041
-4,919
| -12% | -$1.22M | 0.33% | 47 |
|
|
2024
Q4 | $9.22M | Sell |
41,960
-289
| -0.7% | -$63.5K | 0.33% | 46 |
|
|
2024
Q3 | $9.34M | Sell |
42,249
-12,899
| -23% | -$2.85M | 0.34% | 45 |
|
|
2024
Q2 | $9.54M | Sell |
55,148
-1,576
| -3% | -$273K | 0.31% | 61 |
|
|
2024
Q1 | $10.8M | Buy |
56,724
+26,168
| +86% | +$5M | 0.35% | 48 |
|
|
2023
Q4 | $5M | Sell |
30,556
-1,766
| -5% | -$289K | 0.19% | 64 |
|
|
2023
Q3 | $4.53M | Sell |
32,322
-11,413
| -26% | -$1.6M | 0.19% | 66 |
|
|
2023
Q2 | $5.85M | Buy |
43,735
+274
| +0.6% | +$36.7K | 0.23% | 52 |
|
|
2023
Q1 | $5.7M | Sell |
43,461
-1,533
| -3% | -$201K | 0.23% | 52 |
|
|
2022
Q4 | $6.34M | Sell |
44,994
-21
| -0% | -$2.96K | 0.25% | 52 |
|
|
2022
Q3 | $5.35M | Buy |
45,015
+2,151
| +5% | +$256K | 0.24% | 51 |
|
|
2022
Q2 | $6.05M | Buy |
42,864
+6,722
| +19% | +$949K | 0.26% | 47 |
|
|
2022
Q1 | $4.7M | Buy |
36,142
+1,522
| +4% | +$198K | 0.19% | 57 |
|
|
2021
Q4 | $4.63M | Buy |
34,620
+2,353
| +7% | +$314K | 0.19% | 49 |
|
|
2021
Q3 | $4.48M | Buy |
32,267
+283
| +0.9% | +$39.3K | 0.21% | 38 |
|
|
2021
Q2 | $4.69M | Buy |
31,984
+11,145
| +53% | +$1.63M | 0.22% | 37 |
|
|
2021
Q1 | $2.78M | Buy |
20,839
+3,076
| +17% | +$410K | 0.14% | 63 |
|
|
2020
Q4 | $2.24M | Sell |
17,763
-2,665
| -13% | -$335K | 0.12% | 75 |
|
|
2020
Q3 | $2.49M | Sell |
20,428
-313
| -2% | -$38.1K | 0.13% | 65 |
|
|
2020
Q2 | $2.51M | Buy |
20,741
+3,065
| +17% | +$370K | 0.14% | 60 |
|
|
2020
Q1 | $1.96M | Buy |
17,676
+4,306
| +32% | +$478K | 0.14% | 62 |
|
|
2019
Q4 | $1.79M | Sell |
13,370
-1,051
| -7% | -$141K | 0.11% | 74 |
|
|
2019
Q3 | $2.1M | Buy |
14,421
+570
| +4% | +$82.9K | 0.13% | 64 |
|
|
2019
Q2 | $1.95M | Buy |
13,851
+2,732
| +25% | +$384K | 0.13% | 68 |
|
|
2019
Q1 | $1.57M | Buy |
11,119
+1,889
| +20% | +$267K | 0.11% | 77 |
|
|
2018
Q4 | $1.05M | Sell |
9,230
-2,102
| -19% | -$239K | 0.08% | 93 |
|
|
2018
Q3 | $1.71M | Buy |
11,332
+340
| +3% | +$51.4K | 0.14% | 57 |
|
|
2018
Q2 | $1.54M | Sell |
10,992
-120
| -1% | -$16.8K | 0.14% | 56 |
|
|
2018
Q1 | $1.71M | Buy |
11,112
+966
| +10% | +$148K | 0.15% | 59 |
|
|
2017
Q4 | $1.56M | Sell |
10,146
-4,054
| -29% | -$622K | 0.14% | 60 |
|
|
2017
Q3 | $2.06M | Buy |
14,200
+589
| +4% | +$85.4K | 0.16% | 64 |
|
|
2017
Q2 | $2.09M | Buy |
13,611
+841
| +7% | +$129K | 0.18% | 59 |
|
|
2017
Q1 | $2.22M | Sell |
12,770
-320
| -2% | -$55.7K | 0.2% | 47 |
|
|
2016
Q4 | $2.17M | Buy |
+13,090
| New | +$2.17M | 0.23% | 39 |
|