MPS Loria Financial Planners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $532K | Sell |
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|
2025
Q2 | $556K | Sell |
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|
2025
Q1 | $532K | Buy |
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|
2024
Q4 | $469K | Buy |
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|
2024
Q3 | $470K | Sell |
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|
2024
Q2 | $395K | Buy |
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|
2024
Q1 | $435K | Sell |
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|
2023
Q4 | $400K | Buy |
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $322K | Buy |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $349K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $325K | Buy |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $294K | Sell |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $307K | Buy |
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|
2021
Q1 | $260K | Buy |
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|
2020
Q4 | $179K | Buy |
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|
2020
Q3 | $147K | Buy |
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|
2020
Q2 | $145K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $156K | Buy |
|