Life Planning Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
+815
| New | +$240K | 0.19% | 63 |
|
|
2024
Q1 | – | Sell |
-745
| Closed | -$122K | – | 134 |
|
|
2023
Q4 | $122K | Buy |
+745
| New | +$122K | 0.12% | 73 |
|
|
2022
Q3 | $88.5K | Hold |
745
| – | – | 0.1% | 70 |
|
|
2022
Q2 | $105K | Hold |
745
| – | – | 0.12% | 63 |
|
|
2022
Q1 | $97K | Hold |
745
| – | – | 0.1% | 64 |
|
|
2021
Q4 | $100K | Buy |
+745
| New | +$100K | 0.1% | 63 |
|