Cypress 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 | $323K | Sell |
1,096
-68
| -6% | -$20.1K | 0.11% | 64 |
|
|
2025
Q1 | $290K | Buy |
1,164
+2
| +0.2% | +$497 | 0.1% | 64 |
|
|
2024
Q4 | $256K | Buy |
1,162
+11
| +1% | +$2.42K | 0.09% | 69 |
|
|
2024
Q3 | $255K | Buy |
+1,151
| New | +$255K | 0.09% | 65 |
|
|
2024
Q2 | – | Sell |
-1,093
| Closed | -$209K | – | 70 |
|
|
2024
Q1 | $209K | Buy |
+1,093
| New | +$209K | 0.1% | 65 |
|