HP
IBM icon

Holistic Planning’s IBM IBM Stock Holding History

Holistic Planning’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$642K Sell
2,177
-1
-0% -$295 0.18% 97
2025
Q1 		$542K Hold
2,178
– – 0.18% 96
2024
Q4 		$479K Buy
2,178
+98
+5% +$21.5K 0.17% 100
2024
Q3 		$460K Buy
+2,080
New +$460K 0.19% 87