Center for Financial Planning’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 | $851K | Hold |
|
|||||
|
2025
Q2 | $889K | Buy |
|
|||||
|
2025
Q1 | $726K | Sell |
|
|||||
|
2024
Q4 | $673K | Hold |
|
|||||
|
2024
Q3 | $677K | Hold |
|
|||||
|
2024
Q2 | $529K | Sell |
|
|||||
|
2024
Q1 | $610K | Buy |
|
|||||
|
2023
Q4 | $422K | Hold |
|
|||||
|
2023
Q3 | $362K | Buy |
|
|||||
|
2023
Q2 | $311K | Sell |
|
|||||
|
2023
Q1 | $340K | Hold |
|
|||||
|
2022
Q4 | $365K | Buy |
|
|||||
|
2022
Q3 | $296K | Buy |
|
|||||
|
2022
Q2 | $265K | Hold |
|
|||||
|
2022
Q1 | $244K | Sell |
|
|||||
|
2021
Q4 | $269K | Sell |
|
|||||
|
2021
Q3 | $354K | Buy |
|
|||||
|
2021
Q2 | $352K | Sell |
|
|||||
|
2021
Q1 | $360K | Sell |
|
|||||
|
2020
Q4 | $347K | Sell |
|
|||||
|
2020
Q3 | $361K | Buy |
|
|||||
|
2020
Q2 | $352K | Sell |
|
|||||
|
2020
Q1 | $331K | Buy |
|
|||||
|
2019
Q4 | $390K | Buy |
|