SEEDPG
S.E.E.D. Planning Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
7,347
+636
| +9% | +$187K | 0.68% | 39 |
|
|
2025
Q1 | $1.67M | Buy |
6,711
+363
| +6% | +$90.3K | 0.56% | 44 |
|
|
2024
Q4 | $1.4M | Buy |
6,348
+126
| +2% | +$27.7K | 0.47% | 50 |
|
|
2024
Q3 | $1.38M | Buy |
6,222
+138
| +2% | +$30.5K | 0.46% | 51 |
|
|
2024
Q2 | $1.05M | Sell |
6,084
-5,436
| -47% | -$940K | 0.38% | 53 |
|
|
2024
Q1 | $2.2M | Buy |
11,520
+6,127
| +114% | +$1.17M | 0.8% | 37 |
|
|
2023
Q4 | $882K | Buy |
5,393
+355
| +7% | +$58.1K | 0.36% | 46 |
|
|
2023
Q3 | $707K | Sell |
5,038
-446
| -8% | -$62.6K | 0.27% | 48 |
|
|
2023
Q2 | $734K | Buy |
5,484
+316
| +6% | +$42.3K | 0.26% | 50 |
|
|
2023
Q1 | $678K | Sell |
5,168
-197
| -4% | -$25.8K | 0.26% | 51 |
|
|
2022
Q4 | $756K | Sell |
5,365
-550
| -9% | -$77.5K | 0.33% | 46 |
|
|
2022
Q3 | $703K | Sell |
5,915
-44
| -0.7% | -$5.23K | 0.33% | 48 |
|
|
2022
Q2 | $841K | Buy |
5,959
+2
| +0% | +$282 | 0.38% | 43 |
|
|
2022
Q1 | $775K | Sell |
5,957
-223
| -4% | -$29K | 0.33% | 47 |
|
|
2021
Q4 | $826K | Sell |
6,180
-1,452
| -19% | -$194K | 0.36% | 46 |
|
|
2021
Q3 | $1.06M | Sell |
7,632
-846
| -10% | -$118K | 0.5% | 42 |
|
|
2021
Q2 | $1.24M | Buy |
8,478
+1,426
| +20% | +$209K | 0.61% | 39 |
|
|
2021
Q1 | $940K | Sell |
7,052
-1,484
| -17% | -$198K | 0.52% | 45 |
|
|
2020
Q4 | $1.08M | Buy |
8,536
+3,048
| +56% | +$384K | 0.65% | 40 |
|
|
2020
Q3 | $668K | Sell |
5,488
-484
| -8% | -$58.9K | 0.49% | 39 |
|
|
2020
Q2 | $721K | Sell |
5,972
-560
| -9% | -$67.6K | 0.56% | 39 |
|
|
2020
Q1 | $725K | Sell |
6,532
-29
| -0.4% | -$3.22K | 0.7% | 37 |
|
|
2019
Q4 | $879K | Buy |
+6,561
| New | +$879K | 0.76% | 35 |
|