Planning Center Inc’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Hold |
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|
2025
Q1 | $395K | Hold |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $281K | Hold |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $286K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $249K | Buy |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | $218K | Hold |
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|
2022
Q2 | $255K | Hold |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $254K | Buy |
|