KFP
Keystone Financial Planning’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Sell |
8,576
-398
| -4% | -$117K | 0.76% | 23 |
|
|
2025
Q1 | $2.23M | Sell |
8,974
-835
| -9% | -$208K | 0.66% | 28 |
|
|
2024
Q4 | $2.16M | Sell |
9,809
-132
| -1% | -$29K | 0.67% | 29 |
|
|
2024
Q3 | $2.2M | Sell |
9,941
-1,309
| -12% | -$289K | 0.67% | 28 |
|
|
2024
Q2 | $1.95M | Sell |
11,250
-208
| -2% | -$36K | 0.64% | 29 |
|
|
2024
Q1 | $2.19M | Sell |
11,458
-38,905
| -77% | -$7.43M | 0.71% | 30 |
|
|
2023
Q4 | $8.24M | Sell |
50,363
-3,824
| -7% | -$625K | 2.72% | 4 |
|
|
2023
Q3 | $7.6M | Sell |
54,187
-2,192
| -4% | -$308K | 2.66% | 6 |
|
|
2023
Q2 | $7.54M | Buy |
56,379
+909
| +2% | +$122K | 2.53% | 8 |
|
|
2023
Q1 | $7.27M | Sell |
55,470
-753
| -1% | -$98.7K | 2.47% | 12 |
|
|
2022
Q4 | $7.92M | Sell |
56,223
-1,180
| -2% | -$166K | 2.67% | 7 |
|
|
2022
Q3 | $6.82M | Buy |
57,403
+769
| +1% | +$91.4K | 2.62% | 12 |
|
|
2022
Q2 | $8M | Sell |
56,634
-447
| -0.8% | -$63.1K | 2.81% | 8 |
|
|
2022
Q1 | $7.42M | Sell |
57,081
-1,478
| -3% | -$192K | 2.48% | 14 |
|
|
2021
Q4 | $7.83M | Sell |
58,559
-4,454
| -7% | -$595K | 2.67% | 9 |
|
|
2021
Q3 | $8.75M | Sell |
63,013
-776
| -1% | -$108K | 3.18% | 7 |
|
|
2021
Q2 | $9.35M | Sell |
63,789
-1,872
| -3% | -$274K | 3.39% | 4 |
|
|
2021
Q1 | $8.75M | Sell |
65,661
-157
| -0.2% | -$20.9K | 3.26% | 8 |
|
|
2020
Q4 | $8.29M | Buy |
65,818
+3,790
| +6% | +$477K | 3.44% | 6 |
|
|
2020
Q3 | $7.55M | Buy |
62,028
+3,073
| +5% | +$374K | 3.65% | 4 |
|
|
2020
Q2 | $7.12M | Buy |
58,955
+26,988
| +84% | +$3.26M | 3.51% | 11 |
|
|
2020
Q1 | $3.55M | Buy |
31,967
+143
| +0.4% | +$15.9K | 2.03% | 24 |
|
|
2019
Q4 | $4.27M | Buy |
31,824
+34
| +0.1% | +$4.56K | 1.9% | 28 |
|
|
2019
Q3 | $4.62M | Buy |
31,790
+659
| +2% | +$95.8K | 2.21% | 23 |
|
|
2019
Q2 | $4.29M | Buy |
31,131
+133
| +0.4% | +$18.3K | 2.1% | 27 |
|
|
2019
Q1 | $4.37M | Buy |
30,998
+211
| +0.7% | +$29.8K | 2.16% | 25 |
|
|
2018
Q4 | $3.5M | Buy |
30,787
+1
| +0% | +$114 | 1.96% | 26 |
|
|
2018
Q3 | $4.66M | Buy |
30,786
+768
| +3% | +$116K | 2.38% | 25 |
|
|
2018
Q2 | $4.19M | Buy |
+30,018
| New | +$4.19M | 2.31% | 23 |
|