Plante Moran Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $839K | Sell |
|
|||||
|
2025
Q2 | $890K | Sell |
|
|||||
|
2025
Q1 | $985K | Sell |
|
|||||
|
2024
Q4 | $1.3M | Sell |
|
|||||
|
2024
Q3 | $1.4M | Buy |
|
|||||
|
2024
Q2 | $915K | Hold |
|
|||||
|
2024
Q1 | $1.01M | Buy |
|
|||||
|
2023
Q4 | $768K | Sell |
|
|||||
|
2023
Q3 | $667K | Buy |
|
|||||
|
2023
Q2 | $614K | Buy |
|
|||||
|
2023
Q1 | $573K | Sell |
|
|||||
|
2022
Q4 | $689K | Buy |
|
|||||
|
2022
Q3 | $576K | Sell |
|
|||||
|
2022
Q2 | $784K | Buy |
|
|||||
|
2022
Q1 | $682K | Sell |
|
|||||
|
2021
Q4 | $797K | Buy |
|
|||||
|
2021
Q3 | $491K | Sell |
|
|||||
|
2021
Q2 | $657K | Sell |
|
|||||
|
2021
Q1 | $607K | Sell |
|
|||||
|
2020
Q4 | $625K | Sell |
|
|||||
|
2020
Q3 | $651K | Buy |
|
|||||
|
2020
Q2 | $580K | Sell |
|
|||||
|
2020
Q1 | $560K | Sell |
|
|||||
|
2019
Q4 | $720K | Buy |
|
|||||
|
2019
Q3 | $773K | Buy |
|
|||||
|
2019
Q2 | $727K | Sell |
|
|||||
|
2019
Q1 | $820K | Buy |
|
|||||
|
2018
Q4 | $648K | Buy |
|
|||||
|
2018
Q3 | $819K | Buy |
|
|||||
|
2018
Q2 | $665K | Sell |
|
|||||
|
2018
Q1 | $823K | Buy |
|
|||||
|
2017
Q4 | $724K | Sell |
|
|||||
|
2017
Q3 | $743K | Sell |
|
|||||
|
2017
Q2 | $800K | Sell |
|
|||||
|
2017
Q1 | $1M | Buy |
|
|||||
|
2016
Q4 | $911K | Sell |
|
|||||
|
2016
Q3 | $1.43M | Buy |
|
|||||
|
2016
Q2 | $1.25M | Sell |
|
|||||
|
2016
Q1 | $1.32M | Sell |
|
|||||
|
2015
Q4 | $1.23M | Sell |
|
|||||
|
2015
Q3 | $1.39M | Sell |
|
|||||
|
2015
Q2 | $1.89M | Buy |
|
|||||
|
2015
Q1 | $1.65M | Sell |
|
|||||
|
2014
Q4 | $1.74M | Sell |
|
|||||
|
2014
Q3 | $2.09M | Sell |
|
|||||
|
2014
Q2 | $2.29M | Buy |
|
|||||
|
2014
Q1 | $2.07M | Sell |
|
|||||
|
2013
Q4 | $2.12M | Sell |
|
|||||
|
2013
Q3 | $2.11M | Buy |
|
|||||
|
2013
Q2 | $2.13M | Buy |
|