Planning Alternatives’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $956K | Sell |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $713K | Hold |
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|
2024
Q4 | $631K | Hold |
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|
2024
Q3 | $634K | Sell |
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|
2024
Q2 | $498K | Buy |
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|
2024
Q1 | $548K | Hold |
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|
2023
Q4 | $469K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $405K | Sell |
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|
2023
Q1 | $449K | Buy |
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|
2022
Q4 | $404K | Hold |
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|
2022
Q3 | $341K | Hold |
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|
2022
Q2 | $405K | Hold |
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|
2022
Q1 | $373K | Sell |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $399K | Hold |
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|
2021
Q2 | $421K | Sell |
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|
2021
Q1 | $402K | Hold |
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|
2020
Q4 | $380K | Hold |
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|
2020
Q3 | $367K | Hold |
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|
2020
Q2 | $364K | Sell |
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|
2020
Q1 | $357K | Hold |
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|
2019
Q4 | $431K | Hold |
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|
2019
Q3 | $468K | Sell |
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|
2019
Q2 | $457K | Sell |
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|
2019
Q1 | $490K | Sell |
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|
2018
Q4 | $397K | Sell |
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|
2018
Q3 | $563K | Buy |
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|
2018
Q2 | $514K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $537K | Hold |
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|
2017
Q3 | $507K | Sell |
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|
2017
Q2 | $544K | Buy |
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|
2017
Q1 | $609K | Sell |
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|
2016
Q4 | $614K | Buy |
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|
2016
Q3 | $572K | Hold |
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|
2016
Q2 | $546K | Hold |
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|
2016
Q1 | $545K | Sell |
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|
2015
Q4 | $587K | Buy |
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|
2015
Q3 | $562K | Sell |
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|
2015
Q2 | $632K | Hold |
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|
2015
Q1 | $624K | Sell |
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|
2014
Q4 | $686K | Hold |
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|
2014
Q3 | $812K | Buy |
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|
2014
Q2 | $731K | Buy |
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|
2014
Q1 | $621K | Sell |
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|
2013
Q4 | $805K | Buy |
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