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Retirement Planning Group (New York)’s IBM IBM Stock Holding History

Retirement Planning Group (New York)’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$332K Sell
1,128
-3
-0.3% -$884 0.29% 55
2025
Q1 		$281K Buy
1,131
+96
+9% +$23.9K 0.29% 56
2024
Q4 		$228K Buy
+1,035
New +$228K 0.25% 60