Center for 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 | $889K | Buy |
3,014
+95
| +3% | +$28K | 0.1% | 70 |
|
|
2025
Q1 | $726K | Sell |
2,919
-142
| -5% | -$35.3K | 0.09% | 75 |
|
|
2024
Q4 | $673K | Hold |
3,061
| – | – | 0.09% | 76 |
|
|
2024
Q3 | $677K | Hold |
3,061
| – | – | 0.09% | 76 |
|
|
2024
Q2 | $529K | Sell |
3,061
-134
| -4% | -$23.2K | 0.08% | 86 |
|
|
2024
Q1 | $610K | Buy |
3,195
+613
| +24% | +$117K | 0.09% | 77 |
|
|
2023
Q4 | $422K | Hold |
2,582
| – | – | 0.08% | 92 |
|
|
2023
Q3 | $362K | Buy |
2,582
+258
| +11% | +$36.2K | 0.08% | 95 |
|
|
2023
Q2 | $311K | Sell |
2,324
-266
| -10% | -$35.6K | 0.07% | 104 |
|
|
2023
Q1 | $340K | Hold |
2,590
| – | – | 0.08% | 101 |
|
|
2022
Q4 | $365K | Buy |
2,590
+100
| +4% | +$14.1K | 0.09% | 93 |
|
|
2022
Q3 | $296K | Buy |
2,490
+612
| +33% | +$72.8K | 0.08% | 97 |
|
|
2022
Q2 | $265K | Hold |
1,878
| – | – | 0.07% | 107 |
|
|
2022
Q1 | $244K | Sell |
1,878
-135
| -7% | -$17.5K | 0.05% | 122 |
|
|
2021
Q4 | $269K | Sell |
2,013
-650
| -24% | -$86.9K | 0.06% | 115 |
|
|
2021
Q3 | $354K | Buy |
2,663
+151
| +6% | +$20.1K | 0.09% | 91 |
|
|
2021
Q2 | $352K | Sell |
2,512
-314
| -11% | -$44K | 0.09% | 94 |
|
|
2021
Q1 | $360K | Sell |
2,826
-58
| -2% | -$7.39K | 0.09% | 94 |
|
|
2020
Q4 | $347K | Sell |
2,884
-219
| -7% | -$26.4K | 0.1% | 87 |
|
|
2020
Q3 | $361K | Buy |
3,103
+57
| +2% | +$6.63K | 0.12% | 79 |
|
|
2020
Q2 | $352K | Sell |
3,046
-73
| -2% | -$8.44K | 0.12% | 75 |
|
|
2020
Q1 | $331K | Buy |
3,119
+76
| +2% | +$8.07K | 0.11% | 76 |
|
|
2019
Q4 | $390K | Buy |
+3,043
| New | +$390K | 0.1% | 82 |
|