DFP
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Defined Financial Planning’s IBM IBM Stock Holding History

Defined Financial Planning’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$442K Buy
1,563
+15
+1% +$4.24K 0.39% 34
2025
Q1 		$388K Buy
1,548
+138
+10% +$34.5K 0.39% 35
2024
Q4 		$310K Buy
+1,410
New +$310K 0.33% 44