Planning Capital Management Corporation’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$326K Buy
1,474
+81
+6% +$17.9K 0.22% 67
2024
Q2
$241K Buy
1,393
+8
+0.6% +$1.38K 0.17% 77
2024
Q1
$264K Buy
1,385
+9
+0.7% +$1.72K 0.19% 69
2023
Q4
$225K Buy
+1,376
New +$225K 0.18% 79