Plan Group Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
7,401
+850
| +13% | +$251K | 0.72% | 40 |
|
|
2025
Q1 | $1.63M | Buy |
6,551
+1,932
| +42% | +$480K | 0.58% | 45 |
|
|
2024
Q4 | $1.02M | Buy |
4,619
+388
| +9% | +$85.3K | 0.54% | 44 |
|
|
2024
Q3 | $935K | Buy |
4,231
+424
| +11% | +$93.7K | 0.49% | 46 |
|
|
2024
Q2 | $658K | Buy |
3,807
+1,887
| +98% | +$326K | 0.4% | 53 |
|
|
2024
Q1 | $367K | Buy |
+1,920
| New | +$367K | 0.24% | 61 |
|