CPC
Consolidated Planning Corp’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.79M | Buy |
26,424
+473
| +2% | +$139K | 0.98% | 33 |
|
|
2025
Q1 | $6.45M | Buy |
25,951
+1,038
| +4% | +$258K | 0.89% | 34 |
|
|
2024
Q4 | $5.48M | Buy |
24,913
+766
| +3% | +$168K | 0.75% | 45 |
|
|
2024
Q3 | $5.34M | Buy |
+24,147
| New | +$5.34M | 0.79% | 45 |
|
|
2024
Q2 | – | Sell |
-42,850
| Closed | -$8.18M | – | 195 |
|
|
2024
Q1 | $8.18M | Buy |
42,850
+41,433
| +2,924% | +$7.91M | 1.4% | 20 |
|
|
2023
Q4 | $232K | Buy |
+1,417
| New | +$232K | 0.04% | 150 |
|
|
2023
Q3 | – | Sell |
-1,880
| Closed | -$252K | – | 161 |
|
|
2023
Q2 | $252K | Buy |
1,880
+173
| +10% | +$23.2K | 0.05% | 143 |
|
|
2023
Q1 | $224K | Buy |
+1,707
| New | +$224K | 0.06% | 111 |
|
|
2021
Q4 | – | Sell |
-359
| Closed | -$50K | – | 231 |
|
|
2021
Q3 | $50K | Buy |
+359
| New | +$50K | 0.03% | 167 |
|