Plato Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.26M | Buy |
17,896
+2,247
| +14% | +$660K | 0.4% | 53 |
|
|
2025
Q1 | $3.93M | Buy |
15,649
+1,188
| +8% | +$299K | 0.33% | 75 |
|
|
2024
Q4 | $3.19M | Buy |
14,461
+543
| +4% | +$120K | 0.23% | 96 |
|
|
2024
Q3 | $3.07M | Buy |
13,918
+288
| +2% | +$63.6K | 0.25% | 101 |
|
|
2024
Q2 | $2.36M | Hold |
13,630
| – | – | 0.22% | 108 |
|
|
2024
Q1 | $2.6M | Buy |
13,630
+12,609
| +1,235% | +$2.41M | 0.27% | 98 |
|
|
2023
Q4 | $167K | Buy |
+1,021
| New | +$167K | 0.2% | 115 |
|