Holistic Planning’s IBM IBM Stock Holding History

Holistic Planning’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$750K	Buy
2025 Q2	$642K	Sell
2025 Q1	$542K	Hold
2024 Q4	$479K	Buy
2024 Q3	$460K	Buy