Planning Directions’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
918
-58
| -6% | -$17.1K | 0.15% | 66 |
|
|
2025
Q1 | $243K | Buy |
976
+6
| +0.6% | +$1.49K | 0.1% | 108 |
|
|
2024
Q4 | $213K | Buy |
970
+6
| +0.6% | +$1.32K | 0.12% | 73 |
|
|
2024
Q3 | $213K | Buy |
+964
| New | +$213K | 0.13% | 77 |
|
|
2024
Q2 | – | Sell |
-1,079
| Closed | -$206K | – | 74 |
|
|
2024
Q1 | $206K | Buy |
+1,079
| New | +$206K | 0.14% | 72 |
|
|
2020
Q2 | – | Sell |
-5,641
| Closed | -$598K | – | 77 |
|
|
2020
Q1 | $598K | Buy |
+5,641
| New | +$598K | 0.84% | 32 |
|
|
2019
Q2 | – | Sell |
-1,559
| Closed | -$210K | – | 58 |
|
|
2019
Q1 | $210K | Buy |
+1,559
| New | +$210K | 0.25% | 50 |
|
|
2018
Q4 | – | Sell |
-1,527
| Closed | -$221K | – | 51 |
|
|
2018
Q3 | $221K | Buy |
+1,527
| New | +$221K | 0.21% | 50 |
|
|
2018
Q2 | – | Sell |
-2,325
| Closed | -$341K | – | 54 |
|
|
2018
Q1 | $341K | Buy |
+2,325
| New | +$341K | 0.33% | 39 |
|