Keener 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 | $139K | Buy |
+473
| New | +$139K | 0.07% | 61 |
|
|
2025
Q1 | – | Sell |
-300
| Closed | -$65K | – | 184 |
|
|
2024
Q4 | $65K | Hold |
300
| – | – | 0.04% | 84 |
|
|
2024
Q3 | $66K | Hold |
300
| – | – | 0.04% | 73 |
|
|
2024
Q2 | $51K | Hold |
300
| – | – | 0.03% | 92 |
|
|
2024
Q1 | $58K | Hold |
300
| – | – | 0.04% | 88 |
|
|
2023
Q4 | $49K | Buy |
+300
| New | +$49K | 0.04% | 95 |
|