BFP
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Briaud Financial Planning’s IBM IBM Stock Holding History

Briaud Financial Planning’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-303
Closed -$89K – 168
2025
Q2 		$89K Hold
303
– – 0.04% 65
2025
Q1 		$75K Hold
303
– – 0.03% 68
2024
Q4 		$66K Buy
303
+19
+7% +$4.23K 0.03% 70
2024
Q3 		$62K Hold
284
– – 0.03% 54
2024
Q2 		$49K Buy
284
+100
+54% +$17.4K 0.03% 56
2024
Q1 		$36K Buy
+184
New +$33.6K 0.02% 68
2023
Q4 		– Sell
-224
Closed -$31K – 84
2023
Q3 		$31K Buy
+224
New +$31.9K 0.03% 71

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