Cornerstone Planning Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
1,473
+296
| +25% | +$74.2K | 0.08% | 58 |
|
|
2025
Q1 | $289K | Buy |
1,177
+96
| +9% | +$23.6K | 0.07% | 69 |
|
|
2024
Q4 | $242K | Buy |
1,081
+599
| +124% | +$134K | 0.06% | 64 |
|
|
2024
Q3 | $101K | Sell |
482
-517
| -52% | -$109K | 0.03% | 112 |
|
|
2024
Q2 | $183K | Buy |
999
+576
| +136% | +$106K | 0.05% | 79 |
|
|
2024
Q1 | $69.9K | Sell |
423
-5
| -1% | -$827 | 0.02% | 136 |
|
|
2023
Q4 | $70K | Sell |
428
-8
| -2% | -$1.31K | 0.02% | 146 |
|
|
2023
Q3 | $61.2K | Buy |
436
+223
| +105% | +$31.3K | 0.02% | 158 |
|
|
2023
Q2 | $28.5K | Buy |
+213
| New | +$28.5K | 0.01% | 347 |
|
|
2022
Q4 | $84.8K | Buy |
+602
| New | +$84.8K | 0.04% | 181 |
|