Mark Sheptoff Financial Planning’s IBM IBM Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.8K	Hold	100	–	–	0.01%	317
2025 Q1	$12.8K	Hold	100	–	–	0.01%	297
2024 Q4	$12.8K	Hold	100	–	–	0.01%	299
2024 Q3	$12.8K	Hold	100	–	–	0.01%	285
2024 Q2	$12.8K	Hold	100	–	–	0.01%	292
2024 Q1	$12.8K	Hold	100	–	–	0.01%	274
2023 Q4	$12.8K	Hold	100	–	–	0.01%	267
2023 Q3	$12.8K	Hold	100	–	–	0.01%	250
2023 Q2	$12.8K	Hold	100	–	–	0.01%	258
2023 Q1	$12.8K	Hold	100	–	–	0.01%	250
2022 Q4	$12.8K	Hold	100	–	–	0.01%	250
2022 Q3	$13K	Hold	100	–	–	0.01%	238
2022 Q2	$13K	Hold	100	–	–	0.01%	242
2022 Q1	$13K	Hold	100	–	–	0.01%	278
2021 Q4	$13K	Sell	100 -5	-5%	-$650	0.01%	294
2021 Q3	$14K	Hold	105	–	–	0.01%	278
2021 Q2	$15K	Hold	105	–	–	0.01%	298
2021 Q1	$13K	Hold	105	–	–	0.01%	273
2020 Q4	$13K	Hold	105	–	–	0.01%	257
2020 Q3	$12K	Hold	105	–	–	0.01%	222
2020 Q2	$12K	Hold	105	–	–	0.01%	244
2020 Q1	$11K	Hold	105	–	–	0.01%	226
2019 Q4	$13K	Hold	105	–	–	0.01%	262
2019 Q3	$15K	Hold	105	–	–	0.01%	238
2019 Q2	$14K	Hold	105	–	–	0.01%	240
2019 Q1	$14K	Hold	105	–	–	0.01%	241
2018 Q4	$11K	Sell	105 -542	-84%	-$56.8K	0.01%	235
2018 Q3	$94K	Buy	647 +266	+70%	+$38.6K	0.06%	131
2018 Q2	$51K	Buy	381 +105	+38%	+$14.1K	0.04%	155
2018 Q1	$41K	Hold	276	–	–	0.03%	172
2017 Q4	$41K	Hold	276	–	–	0.03%	183
2017 Q3	$38K	Hold	276	–	–	0.03%	193
2017 Q2	$41K	Sell	276 -1,047	-79%	-$156K	0.03%	184
2017 Q1	$220K	Buy	1,323 +524	+66%	+$87.1K	0.16%	98
2016 Q4	$127K	Buy	799 +523	+189%	+$83.1K	0.09%	126
2016 Q3	$42K	Buy	276 +233	+542%	+$35.5K	0.03%	179
2016 Q2	$6K	Buy	+43	New	+$6K	﹤0.01%	272
2015 Q4	–	Sell	-94	Closed	-$13K	–	402
2015 Q3	$13K	Buy	+94	New	+$13K	0.01%	233
2015 Q1	–	Sell	-105	Closed	-$16K	–	339
2014 Q4	$16K	Hold	105	–	–	0.01%	236
2014 Q3	$19K	Hold	105	–	–	0.02%	226
2014 Q2	$18K	Sell	105 -3,116	-97%	-$534K	0.02%	233
2014 Q1	$593K	Buy	+3,221	New	+$593K	0.53%	53