Plancorp LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
7,283
+357
| +5% | +$105K | 0.07% | 109 |
|
|
2025
Q1 | $1.72M | Sell |
6,926
-336
| -5% | -$83.6K | 0.07% | 110 |
|
|
2024
Q4 | $1.6M | Buy |
7,262
+84
| +1% | +$18.5K | 0.07% | 98 |
|
|
2024
Q3 | $1.59M | Sell |
7,178
-369
| -5% | -$81.6K | 0.06% | 95 |
|
|
2024
Q2 | $1.31M | Buy |
7,547
+130
| +2% | +$22.5K | 0.06% | 104 |
|
|
2024
Q1 | $1.42M | Buy |
7,417
+194
| +3% | +$37K | 0.06% | 100 |
|
|
2023
Q4 | $1.18M | Buy |
7,223
+194
| +3% | +$31.7K | 0.06% | 102 |
|
|
2023
Q3 | $986K | Buy |
7,029
+1,106
| +19% | +$155K | 0.05% | 109 |
|
|
2023
Q2 | $793K | Buy |
5,923
+214
| +4% | +$28.6K | 0.04% | 120 |
|
|
2023
Q1 | $748K | Buy |
5,709
+39
| +0.7% | +$5.11K | 0.04% | 128 |
|
|
2022
Q4 | $799K | Buy |
5,670
+209
| +4% | +$29.4K | 0.05% | 112 |
|
|
2022
Q3 | $649K | Sell |
5,461
-114
| -2% | -$13.5K | 0.04% | 117 |
|
|
2022
Q2 | $787K | Buy |
5,575
+104
| +2% | +$14.7K | 0.05% | 110 |
|
|
2022
Q1 | $711K | Sell |
5,471
-63
| -1% | -$8.19K | 0.05% | 123 |
|
|
2021
Q4 | $740K | Sell |
5,534
-9
| -0.2% | -$1.2K | 0.05% | 119 |
|
|
2021
Q3 | $736K | Buy |
5,543
+121
| +2% | +$16.1K | 0.05% | 114 |
|
|
2021
Q2 | $760K | Sell |
5,422
-356
| -6% | -$49.9K | 0.06% | 105 |
|
|
2021
Q1 | $736K | Sell |
5,778
-18
| -0.3% | -$2.29K | 0.16% | 93 |
|
|
2020
Q4 | $698K | Sell |
5,796
-889
| -13% | -$107K | 0.17% | 93 |
|
|
2020
Q3 | $778K | Buy |
6,685
+457
| +7% | +$53.2K | 0.24% | 72 |
|
|
2020
Q2 | $719K | Buy |
6,228
+22
| +0.4% | +$2.54K | 0.22% | 77 |
|
|
2020
Q1 | $658K | Sell |
6,206
-187
| -3% | -$19.8K | 0.25% | 72 |
|
|
2019
Q4 | $819K | Sell |
6,393
-79
| -1% | -$10.1K | 0.25% | 74 |
|
|
2019
Q3 | $900K | Buy |
6,472
+15
| +0.2% | +$2.09K | 0.34% | 56 |
|
|
2019
Q2 | $851K | Sell |
6,457
-1,507
| -19% | -$199K | 0.34% | 59 |
|
|
2019
Q1 | $1.07M | Sell |
7,964
-185
| -2% | -$24.9K | 0.41% | 56 |
|
|
2018
Q4 | $886K | Buy |
8,149
+1,432
| +21% | +$156K | 0.4% | 57 |
|
|
2018
Q3 | $971K | Sell |
6,717
-124
| -2% | -$17.9K | 0.38% | 60 |
|
|
2018
Q2 | $914K | Buy |
6,841
+63
| +0.9% | +$8.42K | 0.37% | 59 |
|
|
2018
Q1 | $995K | Buy |
6,778
+227
| +3% | +$33.3K | 0.32% | 55 |
|
|
2017
Q4 | $962K | Sell |
6,551
-7
| -0.1% | -$1.03K | 0.31% | 58 |
|
|
2017
Q3 | $908K | Sell |
6,558
-852
| -11% | -$118K | 0.27% | 58 |
|
|
2017
Q2 | $1.09M | Sell |
7,410
-286
| -4% | -$42.1K | 0.32% | 51 |
|
|
2017
Q1 | $1.28M | Buy |
7,696
+53
| +0.7% | +$8.84K | 0.37% | 45 |
|
|
2016
Q4 | $1.21M | Buy |
+7,643
| New | +$1.21M | 0.34% | 48 |
|
|
2016
Q1 | – | Sell |
-1,585
| Closed | -$209K | – | 60 |
|
|
2015
Q4 | $209K | Hold |
1,585
| – | – | 0.25% | 76 |
|
|
2015
Q3 | $220K | Hold |
1,585
| – | – | 0.2% | 88 |
|
|
2015
Q2 | $246K | Sell |
1,585
-1,318
| -45% | -$205K | 0.23% | 63 |
|
|
2015
Q1 | $445K | Buy |
2,903
+1,318
| +83% | +$202K | 0.44% | 56 |
|
|
2014
Q4 | $243K | Sell |
1,585
-4,102
| -72% | -$629K | 0.25% | 58 |
|
|
2014
Q3 | $1.03M | Buy |
5,687
+2,533
| +80% | +$460K | 1.09% | 21 |
|
|
2014
Q2 | $547K | Sell |
3,154
-3,485
| -52% | -$604K | 0.49% | 32 |
|
|
2014
Q1 | $1.22M | Buy |
6,639
+1,075
| +19% | +$198K | 0.83% | 29 |
|
|
2013
Q4 | $998K | Buy |
+5,564
| New | +$998K | 0.88% | 23 |
|