PP
PDS Planning’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
6,025
+431
| +8% | +$127K | 0.13% | 72 |
|
|
2025
Q1 | $1.39M | Buy |
5,594
+591
| +12% | +$147K | 0.12% | 83 |
|
|
2024
Q4 | $1.1M | Buy |
5,003
+654
| +15% | +$144K | 0.1% | 90 |
|
|
2024
Q3 | $961K | Buy |
4,349
+424
| +11% | +$93.7K | 0.09% | 101 |
|
|
2024
Q2 | $679K | Buy |
3,925
+45
| +1% | +$7.78K | 0.07% | 122 |
|
|
2024
Q1 | $741K | Buy |
3,880
+176
| +5% | +$33.6K | 0.08% | 112 |
|
|
2023
Q4 | $606K | Sell |
3,704
-229
| -6% | -$37.5K | 0.07% | 120 |
|
|
2023
Q3 | $552K | Sell |
3,933
-212
| -5% | -$29.7K | 0.07% | 117 |
|
|
2023
Q2 | $555K | Buy |
4,145
+122
| +3% | +$16.3K | 0.07% | 115 |
|
|
2023
Q1 | $527K | Buy |
4,023
+711
| +21% | +$93.2K | 0.07% | 117 |
|
|
2022
Q4 | $467K | Sell |
3,312
-8
| -0.2% | -$1.13K | 0.07% | 101 |
|
|
2022
Q3 | $394K | Buy |
3,320
+6
| +0.2% | +$712 | 0.07% | 102 |
|
|
2022
Q2 | $468K | Buy |
3,314
+464
| +16% | +$65.5K | 0.08% | 99 |
|
|
2022
Q1 | $371K | Buy |
2,850
+505
| +22% | +$65.7K | 0.07% | 125 |
|
|
2021
Q4 | $313K | Sell |
2,345
-26
| -1% | -$3.47K | 0.06% | 132 |
|
|
2021
Q3 | $329K | Buy |
2,371
+179
| +8% | +$24.8K | 0.08% | 124 |
|
|
2021
Q2 | $321K | Buy |
2,192
+150
| +7% | +$22K | 0.08% | 119 |
|
|
2021
Q1 | $272K | Sell |
2,042
-170
| -8% | -$22.6K | 0.08% | 120 |
|
|
2020
Q4 | $278K | Sell |
2,212
-167
| -7% | -$21K | 0.1% | 117 |
|
|
2020
Q3 | $289K | Sell |
2,379
-152
| -6% | -$18.5K | 0.12% | 96 |
|
|
2020
Q2 | $306K | Buy |
2,531
+170
| +7% | +$20.6K | 0.14% | 89 |
|
|
2020
Q1 | $262K | Buy |
2,361
+82
| +4% | +$9.1K | 0.17% | 78 |
|
|
2019
Q4 | $305K | Hold |
2,279
| – | – | 0.19% | 71 |
|
|
2019
Q3 | $331K | Hold |
2,279
| – | – | 0.23% | 64 |
|
|
2019
Q2 | $314K | Sell |
2,279
-49
| -2% | -$6.75K | 0.23% | 63 |
|
|
2019
Q1 | $328K | Sell |
2,328
-4
| -0.2% | -$564 | 0.25% | 59 |
|
|
2018
Q4 | $265K | Buy |
2,332
+57
| +3% | +$6.48K | 0.23% | 61 |
|
|
2018
Q3 | $344K | Buy |
2,275
+140
| +7% | +$21.2K | 0.29% | 53 |
|
|
2018
Q2 | $298K | Hold |
2,135
| – | – | 0.29% | 52 |
|
|
2018
Q1 | $328K | Hold |
2,135
| – | – | 0.33% | 49 |
|
|
2017
Q4 | $328K | Buy |
+2,135
| New | +$328K | 0.33% | 48 |
|