Creative Planning’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107M | Buy |
362,828
+11,866
| +3% | +$3.5M | 0.09% | 96 |
|
|
2025
Q1 | $87.3M | Buy |
350,962
+25,509
| +8% | +$6.34M | 0.08% | 104 |
|
|
2024
Q4 | $71.5M | Buy |
325,453
+24,713
| +8% | +$5.43M | 0.07% | 112 |
|
|
2024
Q3 | $66.5M | Buy |
300,740
+14,677
| +5% | +$3.24M | 0.07% | 115 |
|
|
2024
Q2 | $49.5M | Buy |
286,063
+17,475
| +7% | +$3.02M | 0.05% | 133 |
|
|
2024
Q1 | $51.3M | Buy |
268,588
+10,214
| +4% | +$1.95M | 0.06% | 129 |
|
|
2023
Q4 | $42.3M | Buy |
258,374
+15,262
| +6% | +$2.5M | 0.08% | 141 |
|
|
2023
Q3 | $34.1M | Buy |
243,112
+17,539
| +8% | +$2.46M | 0.05% | 168 |
|
|
2023
Q2 | $30.2M | Buy |
225,573
+9,179
| +4% | +$1.23M | 0.04% | 174 |
|
|
2023
Q1 | $28.4M | Sell |
216,394
-9,019
| -4% | -$1.18M | 0.04% | 175 |
|
|
2022
Q4 | $31.8M | Buy |
225,413
+13,695
| +6% | +$1.93M | 0.05% | 152 |
|
|
2022
Q3 | $25.2M | Sell |
211,718
-6,115
| -3% | -$727K | 0.04% | 156 |
|
|
2022
Q2 | $30.8M | Buy |
217,833
+19,405
| +10% | +$2.74M | 0.05% | 145 |
|
|
2022
Q1 | $25.8M | Buy |
198,428
+6,981
| +4% | +$908K | 0.04% | 172 |
|
|
2021
Q4 | $25.6M | Buy |
191,447
+6,751
| +4% | +$902K | 0.04% | 157 |
|
|
2021
Q3 | $25.7M | Sell |
184,696
-2,455
| -1% | -$341K | 0.05% | 154 |
|
|
2021
Q2 | $27.4M | Sell |
187,151
-471
| -0.3% | -$69K | 0.05% | 143 |
|
|
2021
Q1 | $25M | Buy |
187,622
+2,909
| +2% | +$388K | 0.05% | 144 |
|
|
2020
Q4 | $23.3M | Sell |
184,713
-6,702
| -4% | -$844K | 0.05% | 149 |
|
|
2020
Q3 | $23.3M | Buy |
191,415
+9,502
| +5% | +$1.16M | 0.06% | 123 |
|
|
2020
Q2 | $22M | Sell |
181,913
-7,140
| -4% | -$862K | 0.06% | 112 |
|
|
2020
Q1 | $21M | Buy |
189,053
+3,968
| +2% | +$440K | 0.07% | 106 |
|
|
2019
Q4 | $24.8M | Sell |
185,085
-12,128
| -6% | -$1.63M | 0.07% | 106 |
|
|
2019
Q3 | $28.7M | Buy |
197,213
+14,809
| +8% | +$2.15M | 0.09% | 90 |
|
|
2019
Q2 | $25.2M | Sell |
182,404
-1,684
| -0.9% | -$232K | 0.08% | 97 |
|
|
2019
Q1 | $26M | Sell |
184,088
-6,578
| -3% | -$928K | 0.09% | 91 |
|
|
2018
Q4 | $21.7M | Sell |
190,666
-15,603
| -8% | -$1.77M | 0.09% | 89 |
|
|
2018
Q3 | $31.2M | Buy |
206,269
+8,458
| +4% | +$1.28M | 0.12% | 76 |
|
|
2018
Q2 | $27.6M | Buy |
197,811
+5,682
| +3% | +$794K | 0.11% | 77 |
|
|
2018
Q1 | $29.5M | Buy |
192,129
+9,022
| +5% | +$1.38M | 0.12% | 72 |
|
|
2017
Q4 | $28.1M | Buy |
183,107
+27,859
| +18% | +$4.27M | 0.12% | 73 |
|
|
2017
Q3 | $22.5M | Buy |
155,248
+11,717
| +8% | +$1.7M | 0.1% | 86 |
|
|
2017
Q2 | $22.1M | Sell |
143,531
-4,328
| -3% | -$666K | 0.11% | 82 |
|
|
2017
Q1 | $25.7M | Buy |
147,859
+9,631
| +7% | +$1.68M | 0.14% | 74 |
|
|
2016
Q4 | $22.9M | Buy |
138,228
+10,178
| +8% | +$1.69M | 0.14% | 76 |
|
|
2016
Q3 | $20.3M | Buy |
128,050
+3,680
| +3% | +$585K | 0.13% | 82 |
|
|
2016
Q2 | $18.9M | Buy |
124,370
+677
| +0.5% | +$103K | 0.14% | 71 |
|
|
2016
Q1 | $18.7M | Sell |
123,693
-5,454
| -4% | -$826K | 0.15% | 68 |
|
|
2015
Q4 | $17.8M | Sell |
129,147
-1,410
| -1% | -$194K | 0.15% | 76 |
|
|
2015
Q3 | $18.9M | Buy |
130,557
+4,021
| +3% | +$583K | 0.17% | 65 |
|
|
2015
Q2 | $20.6M | Buy |
126,536
+5,212
| +4% | +$848K | 0.19% | 56 |
|
|
2015
Q1 | $19.5M | Buy |
121,324
+4,295
| +4% | +$689K | 0.18% | 56 |
|
|
2014
Q4 | $18.8M | Buy |
117,029
+1,620
| +1% | +$260K | 0.2% | 55 |
|
|
2014
Q3 | $21.9M | Buy |
115,409
+13,907
| +14% | +$2.64M | 0.25% | 48 |
|
|
2014
Q2 | $18.4M | Buy |
101,502
+15,239
| +18% | +$2.76M | 0.24% | 51 |
|
|
2014
Q1 | $16.6M | Sell |
86,263
-7,755
| -8% | -$1.49M | 0.25% | 47 |
|
|
2013
Q4 | $17.6M | Buy |
94,018
+12,907
| +16% | +$2.42M | 0.3% | 41 |
|
|
2013
Q3 | $15M | Buy |
81,111
+11,301
| +16% | +$2.09M | 0.3% | 39 |
|
|
2013
Q2 | $13.3M | Buy |
+69,810
| New | +$13.3M | 0.31% | 39 |
|