PCI
Planning Center Inc’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Hold |
1,587
| – | – | 0.05% | 44 |
|
|
2025
Q1 | $395K | Hold |
1,587
| – | – | 0.05% | 51 |
|
|
2024
Q4 | $349K | Sell |
1,587
-38
| -2% | -$8.36K | 0.04% | 49 |
|
|
2024
Q3 | $359K | Hold |
1,625
| – | – | 0.04% | 50 |
|
|
2024
Q2 | $281K | Hold |
1,625
| – | – | 0.04% | 53 |
|
|
2024
Q1 | $310K | Sell |
1,625
-125
| -7% | -$23.9K | 0.07% | 47 |
|
|
2023
Q4 | $286K | Sell |
1,750
-82
| -4% | -$13.4K | 0.07% | 49 |
|
|
2023
Q3 | $257K | Sell |
1,832
-31
| -2% | -$4.35K | 0.07% | 50 |
|
|
2023
Q2 | $249K | Buy |
1,863
+66
| +4% | +$8.83K | 0.06% | 58 |
|
|
2023
Q1 | $230K | Sell |
1,797
-142
| -7% | -$18.2K | 0.06% | 57 |
|
|
2022
Q4 | $273K | Buy |
1,939
+92
| +5% | +$13K | 0.08% | 54 |
|
|
2022
Q3 | $218K | Hold |
1,847
| – | – | 0.17% | 38 |
|
|
2022
Q2 | $255K | Hold |
1,847
| – | – | 0.2% | 39 |
|
|
2022
Q1 | $240K | Hold |
1,847
| – | – | 0.69% | 39 |
|
|
2021
Q4 | $254K | Buy |
+1,847
| New | +$254K | 0.2% | 41 |
|