Planning Alternatives’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
3,464
+595
| +21% | +$175K | 0.14% | 33 |
|
|
2025
Q1 | $713K | Hold |
2,869
| – | – | 0.11% | 37 |
|
|
2024
Q4 | $631K | Hold |
2,869
| – | – | 0.1% | 35 |
|
|
2024
Q3 | $634K | Sell |
2,869
-11
| -0.4% | -$2.43K | 0.1% | 36 |
|
|
2024
Q2 | $498K | Buy |
2,880
+11
| +0.4% | +$1.9K | 0.08% | 38 |
|
|
2024
Q1 | $548K | Hold |
2,869
| – | – | 0.09% | 35 |
|
|
2023
Q4 | $469K | Sell |
2,869
-90
| -3% | -$14.7K | 0.08% | 34 |
|
|
2023
Q3 | $415K | Sell |
2,959
-68
| -2% | -$9.54K | 0.08% | 34 |
|
|
2023
Q2 | $405K | Sell |
3,027
-397
| -12% | -$53.1K | 0.07% | 33 |
|
|
2023
Q1 | $449K | Buy |
3,424
+555
| +19% | +$72.8K | 0.09% | 33 |
|
|
2022
Q4 | $404K | Hold |
2,869
| – | – | 0.07% | 34 |
|
|
2022
Q3 | $341K | Hold |
2,869
| – | – | 0.07% | 32 |
|
|
2022
Q2 | $405K | Hold |
2,869
| – | – | 0.08% | 33 |
|
|
2022
Q1 | $373K | Sell |
2,869
-19
| -0.7% | -$2.47K | 0.06% | 35 |
|
|
2021
Q4 | $386K | Sell |
2,888
-113
| -4% | -$15.1K | 0.06% | 35 |
|
|
2021
Q3 | $399K | Hold |
3,001
| – | – | 0.07% | 32 |
|
|
2021
Q2 | $421K | Sell |
3,001
-154
| -5% | -$21.6K | 0.07% | 31 |
|
|
2021
Q1 | $402K | Hold |
3,155
| – | – | 0.07% | 33 |
|
|
2020
Q4 | $380K | Hold |
3,155
| – | – | 0.07% | 32 |
|
|
2020
Q3 | $367K | Hold |
3,155
| – | – | 0.07% | 35 |
|
|
2020
Q2 | $364K | Sell |
3,155
-209
| -6% | -$24.1K | 0.07% | 34 |
|
|
2020
Q1 | $357K | Hold |
3,364
| – | – | 0.08% | 34 |
|
|
2019
Q4 | $431K | Hold |
3,364
| – | – | 0.08% | 37 |
|
|
2019
Q3 | $468K | Sell |
3,364
-105
| -3% | -$14.6K | 0.09% | 38 |
|
|
2019
Q2 | $457K | Sell |
3,469
-160
| -4% | -$21.1K | 0.08% | 39 |
|
|
2019
Q1 | $490K | Sell |
3,629
-19
| -0.5% | -$2.57K | 0.09% | 38 |
|
|
2018
Q4 | $397K | Sell |
3,648
-245
| -6% | -$26.7K | 0.08% | 37 |
|
|
2018
Q3 | $563K | Buy |
3,893
+42
| +1% | +$6.07K | 0.1% | 35 |
|
|
2018
Q2 | $514K | Buy |
+3,851
| New | +$514K | 0.09% | 37 |
|
|
2018
Q1 | – | Sell |
-3,659
| Closed | -$537K | – | 45 |
|
|
2017
Q4 | $537K | Hold |
3,659
| – | – | 0.1% | 36 |
|
|
2017
Q3 | $507K | Sell |
3,659
-38
| -1% | -$5.27K | 0.09% | 38 |
|
|
2017
Q2 | $544K | Buy |
3,697
+38
| +1% | +$5.59K | 0.1% | 38 |
|
|
2017
Q1 | $609K | Sell |
3,659
-209
| -5% | -$34.8K | 0.12% | 36 |
|
|
2016
Q4 | $614K | Buy |
3,868
+104
| +3% | +$16.5K | 0.13% | 34 |
|
|
2016
Q3 | $572K | Hold |
3,764
| – | – | 0.12% | 34 |
|
|
2016
Q2 | $546K | Hold |
3,764
| – | – | 0.12% | 35 |
|
|
2016
Q1 | $545K | Sell |
3,764
-695
| -16% | -$101K | 0.12% | 34 |
|
|
2015
Q4 | $587K | Buy |
4,459
+403
| +10% | +$53.1K | 0.14% | 34 |
|
|
2015
Q3 | $562K | Sell |
4,056
-11
| -0.3% | -$1.52K | 0.14% | 33 |
|
|
2015
Q2 | $632K | Hold |
4,067
| – | – | 0.13% | 30 |
|
|
2015
Q1 | $624K | Sell |
4,067
-405
| -9% | -$62.1K | 0.14% | 30 |
|
|
2014
Q4 | $686K | Hold |
4,472
| – | – | 0.15% | 32 |
|
|
2014
Q3 | $812K | Buy |
4,472
+251
| +6% | +$45.6K | 0.2% | 29 |
|
|
2014
Q2 | $731K | Buy |
4,221
+845
| +25% | +$146K | 0.18% | 30 |
|
|
2014
Q1 | $621K | Sell |
3,376
-1,367
| -29% | -$251K | 0.18% | 28 |
|
|
2013
Q4 | $805K | Buy |
+4,743
| New | +$805K | 0.25% | 21 |
|