Planned Solutions’s IBM IBM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.11M	Hold	3,758	–	–	0.42%	33
2025 Q1	$934K	Hold	3,758	–	–	0.38%	33
2024 Q4	$826K	Sell	3,758 -9	-0.2%	-$1.98K	0.33%	34
2024 Q3	$833K	Buy	3,767 +29	+0.8%	+$6.41K	0.33%	30
2024 Q2	$646K	Hold	3,738	–	–	0.31%	36
2024 Q1	$714K	Hold	3,738	–	–	0.35%	35
2023 Q4	$611K	Buy	3,738 +51	+1%	+$8.34K	0.29%	36
2023 Q3	$517K	Sell	3,687 -148	-4%	-$20.8K	0.31%	39
2023 Q2	$513K	Sell	3,835 -527	-12%	-$70.5K	0.3%	39
2023 Q1	$572K	Hold	4,362	–	–	0.36%	35
2022 Q4	$615K	Hold	4,362	–	–	0.45%	31
2022 Q3	$518K	Hold	4,362	–	–	0.43%	30
2022 Q2	$616K	Hold	4,362	–	–	0.58%	26
2022 Q1	$567K	Hold	4,362	–	–	0.4%	30
2021 Q4	$583K	Buy	+4,362	New	+$583K	0.39%	35
2021 Q1	–	Sell	-900	Closed	-$113K	–	219
2020 Q4	$113K	Sell	900 -560	-38%	-$70.3K	0.09%	87
2020 Q3	$178K	Buy	+1,460	New	+$178K	0.17%	51