Life Planning Partners’s IBM IBM Stock Holding History

Life Planning Partners’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$210K	Sell
2025 Q2	$240K	Buy
2024 Q1	–	Sell
2023 Q4	$122K	Buy
2022 Q3	$88.5K	Hold
2022 Q2	$105K	Hold
2022 Q1	$97K	Hold
2021 Q4	$100K	Buy