Planned Solutions’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Hold |
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|
2025
Q1 | $934K | Hold |
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|
2024
Q4 | $826K | Sell |
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|
2024
Q3 | $833K | Buy |
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|
2024
Q2 | $646K | Hold |
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|
2024
Q1 | $714K | Hold |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $517K | Sell |
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|
2023
Q2 | $513K | Sell |
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|
2023
Q1 | $572K | Hold |
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|
2022
Q4 | $615K | Hold |
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|
2022
Q3 | $518K | Hold |
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|
2022
Q2 | $616K | Hold |
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|
2022
Q1 | $567K | Hold |
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|
2021
Q4 | $583K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $113K | Sell |
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|
2020
Q3 | $178K | Buy |
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