Phillips Wealth Planners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
3,843
-166
| -4% | -$48.2K | 1.01% | 24 |
|
|
2025
Q1 | $944K | Buy |
4,009
+198
| +5% | +$46.6K | 1% | 28 |
|
|
2024
Q4 | $837K | Sell |
3,811
-38
| -1% | -$8.35K | 0.84% | 30 |
|
|
2024
Q3 | $899K | Buy |
3,849
+2,150
| +127% | +$502K | 0.86% | 28 |
|
|
2024
Q2 | $302K | Buy |
1,699
+92
| +6% | +$16.4K | 0.32% | 116 |
|
|
2024
Q1 | $295K | Buy |
1,607
+253
| +19% | +$46.5K | 0.34% | 112 |
|
|
2023
Q4 | $226K | Buy |
+1,354
| New | +$226K | 0.27% | 137 |
|