Keystone Financial Planning’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.4M | Sell |
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|
2025
Q2 | $2.53M | Sell |
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|
2025
Q1 | $2.23M | Sell |
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|
2024
Q4 | $2.16M | Sell |
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|
2024
Q3 | $2.2M | Sell |
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|
2024
Q2 | $1.95M | Sell |
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|
2024
Q1 | $2.19M | Sell |
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|
2023
Q4 | $8.24M | Sell |
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|
2023
Q3 | $7.6M | Sell |
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|
2023
Q2 | $7.54M | Buy |
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|
2023
Q1 | $7.27M | Sell |
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|
2022
Q4 | $7.92M | Sell |
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|
2022
Q3 | $6.82M | Buy |
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|
2022
Q2 | $8M | Sell |
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|
2022
Q1 | $7.42M | Sell |
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|
2021
Q4 | $7.83M | Sell |
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|
2021
Q3 | $8.75M | Sell |
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|
2021
Q2 | $9.35M | Sell |
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|
2021
Q1 | $8.75M | Sell |
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|
2020
Q4 | $8.29M | Buy |
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|
2020
Q3 | $7.55M | Buy |
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|
2020
Q2 | $7.12M | Buy |
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|
2020
Q1 | $3.55M | Buy |
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|
2019
Q4 | $4.27M | Buy |
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|
2019
Q3 | $4.62M | Buy |
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|
2019
Q2 | $4.29M | Buy |
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|
2019
Q1 | $4.37M | Buy |
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|
2018
Q4 | $3.5M | Buy |
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|
2018
Q3 | $4.66M | Buy |
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|
2018
Q2 | $4.19M | Buy |
|