PDS Planning’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 | $1.64M | Sell |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $961K | Buy |
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|
2024
Q2 | $679K | Buy |
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|
2024
Q1 | $741K | Buy |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $552K | Sell |
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|
2023
Q2 | $555K | Buy |
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|
2023
Q1 | $527K | Buy |
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|
2022
Q4 | $467K | Sell |
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|
2022
Q3 | $394K | Buy |
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|
2022
Q2 | $468K | Buy |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q4 | $313K | Sell |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $321K | Buy |
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|
2021
Q1 | $272K | Sell |
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|
2020
Q4 | $278K | Sell |
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|
2020
Q3 | $289K | Sell |
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|
2020
Q2 | $306K | Buy |
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|
2020
Q1 | $262K | Buy |
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|
2019
Q4 | $305K | Hold |
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|
2019
Q3 | $331K | Hold |
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|
2019
Q2 | $314K | Sell |
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|
2019
Q1 | $328K | Sell |
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|
2018
Q4 | $265K | Buy |
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|
2018
Q3 | $344K | Buy |
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|
2018
Q2 | $298K | Hold |
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|
2018
Q1 | $328K | Hold |
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|
2017
Q4 | $328K | Buy |
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