Bernardo Wealth Planning’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
1,273
+46
| +4% | +$13.6K | 0.08% | 79 |
|
|
2025
Q1 | $305K | Buy |
1,227
+36
| +3% | +$8.95K | 0.07% | 89 |
|
|
2024
Q4 | $262K | Buy |
1,191
+28
| +2% | +$6.15K | 0.06% | 95 |
|
|
2024
Q3 | $271K | Hold |
1,163
| – | – | 0.07% | 92 |
|
|
2024
Q2 | $201K | Hold |
1,163
| – | – | 0.05% | 100 |
|
|
2024
Q1 | $222K | Buy |
+1,163
| New | +$222K | 0.06% | 93 |
|
|
2021
Q1 | – | Sell |
-2,218
| Closed | -$266K | – | 105 |
|
|
2020
Q4 | $266K | Sell |
2,218
-856
| -28% | -$103K | 0.1% | 146 |
|
|
2020
Q3 | $357K | Buy |
3,074
+208
| +7% | +$24.2K | 0.16% | 103 |
|
|
2020
Q2 | $330K | Sell |
2,866
-179
| -6% | -$20.6K | 0.18% | 108 |
|
|
2020
Q1 | $322K | Sell |
3,045
-447
| -13% | -$47.3K | 0.22% | 104 |
|
|
2019
Q4 | $447K | Hold |
3,492
| – | – | 0.27% | 88 |
|
|
2019
Q3 | $485K | Sell |
3,492
-157
| -4% | -$21.8K | 0.35% | 68 |
|
|
2019
Q2 | $481K | Sell |
3,649
-159
| -4% | -$21K | 0.38% | 67 |
|
|
2019
Q1 | $514K | Sell |
3,808
-215
| -5% | -$29K | 0.41% | 60 |
|
|
2018
Q4 | $437K | Buy |
+4,023
| New | +$437K | 0.39% | 63 |
|