LifePlan Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
4,272
-3
| -0.1% | -$884 | 0.63% | 49 |
|
|
2025
Q1 | $1.06M | Buy |
4,275
+140
| +3% | +$34.8K | 0.61% | 47 |
|
|
2024
Q4 | $909K | Hold |
4,135
| – | – | 0.56% | 46 |
|
|
2024
Q3 | $914K | Buy |
4,135
+19
| +0.5% | +$4.2K | 0.58% | 43 |
|
|
2024
Q2 | $712K | Buy |
4,116
+295
| +8% | +$51K | 0.51% | 45 |
|
|
2024
Q1 | $730K | Buy |
3,821
+29
| +0.8% | +$5.54K | 0.58% | 38 |
|
|
2023
Q4 | $620K | Buy |
3,792
+10
| +0.3% | +$1.64K | 0.57% | 36 |
|
|
2023
Q3 | $531K | Sell |
3,782
-6
| -0.2% | -$842 | 0.56% | 35 |
|
|
2023
Q2 | $507K | Buy |
+3,788
| New | +$507K | 0.57% | 34 |
|