Litman Gregory Wealth Management’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$362K	Hold	1,222	–	–	0.03%	113
2025 Q3	$345K	Hold	1,222	–	–	0.03%	116
2025 Q2	$360K	Sell	1,222 -45	-4%	-$11.6K	0.03%	109
2025 Q1	$315K	Hold	1,267	–	–	0.03%	112
2024 Q4	$279K	Sell	1,267 -530	-29%	-$118K	0.02%	113
2024 Q3	$397K	Buy	+1,797	New	+$352K	0.03%	102
2021 Q2	–	Sell	-52	Closed	-$7K	–	117
2021 Q1	$7K	Hold	52	–	–	﹤0.01%	156
2020 Q4	$6K	Hold	52	–	–	﹤0.01%	159
2020 Q3	$6K	Hold	52	–	–	﹤0.01%	169
2020 Q2	$6K	Hold	52	–	–	﹤0.01%	143
2020 Q1	$6K	Hold	52	–	–	﹤0.01%	136
2019 Q4	$7K	Hold	52	–	–	﹤0.01%	159
2019 Q3	$7K	Hold	52	–	–	﹤0.01%	145
2019 Q2	$7K	Hold	52	–	–	﹤0.01%	160
2019 Q1	$7K	Hold	52	–	–	﹤0.01%	112
2018 Q4	$6K	Hold	52	–	–	﹤0.01%	124
2018 Q3	$8K	Hold	52	–	–	﹤0.01%	95
2018 Q2	$7K	Hold	52	–	–	﹤0.01%	81
2018 Q1	$8K	Sell	52 -523	-91%	-$79.1K	﹤0.01%	141
2017 Q4	$84	Hold	575	–	–	0.03%	42
2017 Q3	$80K	Buy	+575	New	+$80.1K	0.04%	43