Retirement Planning Company of New England’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
3,762
-23
| -0.6% | -$6.78K | 0.49% | 57 |
|
|
2025
Q1 | $941K | Sell |
3,785
-23
| -0.6% | -$5.72K | 0.47% | 59 |
|
|
2024
Q4 | $837K | Sell |
3,808
-66
| -2% | -$14.5K | 0.41% | 68 |
|
|
2024
Q3 | $857K | Buy |
3,874
+130
| +3% | +$28.7K | 0.43% | 68 |
|
|
2024
Q2 | $647K | Buy |
3,744
+150
| +4% | +$25.9K | 0.35% | 83 |
|
|
2024
Q1 | $686K | Sell |
3,594
-1,737
| -33% | -$332K | 0.38% | 83 |
|
|
2023
Q4 | $872K | Buy |
5,331
+508
| +11% | +$83.1K | 0.39% | 78 |
|
|
2023
Q3 | $677K | Buy |
4,823
+373
| +8% | +$52.3K | 0.38% | 85 |
|
|
2023
Q2 | $595K | Sell |
4,450
-44
| -1% | -$5.89K | 0.34% | 93 |
|
|
2023
Q1 | $589K | Buy |
4,494
+11
| +0.2% | +$1.44K | 0.36% | 96 |
|
|
2022
Q4 | $632K | Buy |
4,483
+11
| +0.2% | +$1.55K | 0.41% | 82 |
|
|
2022
Q3 | $531K | Buy |
4,472
+256
| +6% | +$30.4K | 0.38% | 86 |
|
|
2022
Q2 | $595K | Sell |
4,216
-459
| -10% | -$64.8K | 0.41% | 81 |
|
|
2022
Q1 | $607K | Buy |
4,675
+97
| +2% | +$12.6K | 0.34% | 93 |
|
|
2021
Q4 | $612K | Buy |
+4,578
| New | +$612K | 0.3% | 92 |
|