Retirement Planning Group (Kansas)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
3,644
-54
| -1% | -$15.9K | 0.05% | 138 |
|
|
2025
Q1 | $919K | Buy |
3,698
+183
| +5% | +$45.5K | 0.04% | 141 |
|
|
2024
Q4 | $773K | Buy |
3,515
+719
| +26% | +$158K | 0.04% | 152 |
|
|
2024
Q3 | $618K | Buy |
+2,796
| New | +$618K | 0.03% | 164 |
|
|
2017
Q2 | – | Sell |
-1,272
| Closed | -$212K | – | 51 |
|
|
2017
Q1 | $212K | Buy |
+1,272
| New | +$212K | 0.06% | 51 |
|
|
2014
Q4 | – | Sell |
-1,228
| Closed | -$223K | – | 69 |
|
|
2014
Q3 | $223K | Buy |
+1,228
| New | +$223K | 0.07% | 61 |
|