New England Professional Planning Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Hold |
1,029
| – | – | 0.14% | 34 |
|
|
2025
Q1 | $256K | Sell |
1,029
-100
| -9% | -$24.9K | 0.13% | 40 |
|
|
2024
Q4 | $248K | Hold |
1,129
| – | – | 0.12% | 41 |
|
|
2024
Q3 | $250K | Buy |
+1,129
| New | +$250K | 0.12% | 36 |
|
|
2024
Q2 | – | Sell |
-1,129
| Closed | -$216K | – | 53 |
|
|
2024
Q1 | $216K | Buy |
+1,129
| New | +$216K | 0.11% | 49 |
|
|
2018
Q1 | – | Sell |
-1,430
| Closed | -$220K | – | 44 |
|
|
2017
Q4 | $220K | Buy |
+1,430
| New | +$220K | 0.27% | 37 |
|
|
2016
Q2 | $271K | Hold |
1,756
| – | – | 0.3% | 30 |
|
|
2016
Q1 | $258K | Hold |
1,756
| – | – | 0.26% | 29 |
|
|
2015
Q4 | $233K | Hold |
1,756
| – | – | 0.26% | 36 |
|
|
2015
Q3 | $229K | Sell |
1,756
-25
| -1% | -$3.26K | 0.26% | 36 |
|
|
2015
Q2 | $276K | Hold |
1,781
| – | – | 0.36% | 30 |
|
|
2015
Q1 | $297K | Hold |
1,781
| – | – | 0.4% | 26 |
|
|
2014
Q4 | $267K | Buy |
+1,781
| New | +$267K | 0.39% | 29 |
|