Retirement Planning Company of New England’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
$1.08M Buy
2025
Q2
$1.11M Sell
2025
Q1
$941K Sell
2024
Q4
$837K Sell
2024
Q3
$857K Buy
2024
Q2
$647K Buy
2024
Q1
$686K Sell
2023
Q4
$872K Buy
2023
Q3
$677K Buy
2023
Q2
$595K Sell
2023
Q1
$589K Buy
2022
Q4
$632K Buy
2022
Q3
$531K Buy
2022
Q2
$595K Sell
2022
Q1
$607K Buy
2021
Q4
$612K Buy