Capasso Planning Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $334K | Sell |
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|
2025
Q2 | $353K | Sell |
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|
2025
Q1 | $299K | Hold |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $621K | Sell |
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|
2024
Q1 | $701K | Buy |
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|
2023
Q4 | $597K | Buy |
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|
2023
Q3 | $511K | Buy |
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|
2023
Q2 | $486K | Buy |
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|
2023
Q1 | $475K | Sell |
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|
2022
Q4 | $518K | Buy |
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|
2022
Q3 | $435K | Buy |
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|
2022
Q2 | $513K | Sell |
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|
2022
Q1 | $479K | Buy |
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|
2021
Q4 | $485K | Buy |
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