Briaud Financial 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 | $89K | Hold |
303
| – | – | 0.04% | 65 |
|
|
2025
Q1 | $75K | Hold |
303
| – | – | 0.03% | 68 |
|
|
2024
Q4 | $66K | Buy |
303
+19
| +7% | +$4.14K | 0.03% | 70 |
|
|
2024
Q3 | $62K | Hold |
284
| – | – | 0.03% | 54 |
|
|
2024
Q2 | $49K | Buy |
284
+100
| +54% | +$17.3K | 0.03% | 56 |
|
|
2024
Q1 | $36K | Buy |
+184
| New | +$36K | 0.02% | 68 |
|
|
2023
Q4 | – | Sell |
-224
| Closed | -$31K | – | 84 |
|
|
2023
Q3 | $31K | Buy |
+224
| New | +$31K | 0.03% | 71 |
|