Spartan Planning & Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Buy |
1,774
+53
| +3% | +$15.6K | 0.45% | 39 |
|
|
2025
Q1 | $428K | Buy |
1,721
+34
| +2% | +$8.45K | 0.41% | 42 |
|
|
2024
Q4 | $371K | Buy |
+1,687
| New | +$371K | 0.34% | 49 |
|
|
2023
Q4 | $258K | Sell |
1,580
-362
| -19% | -$59.2K | 0.28% | 46 |
|
|
2023
Q3 | $272K | Buy |
+1,942
| New | +$272K | 0.32% | 45 |
|
|
2022
Q4 | $340K | Buy |
+2,410
| New | +$340K | 0.42% | 41 |
|
|
2022
Q3 | – | Sell |
-3,706
| Closed | -$523K | – | 94 |
|
|
2022
Q2 | $523K | Buy |
3,706
+2,660
| +254% | +$375K | 0.7% | 16 |
|
|
2022
Q1 | $136K | Buy |
+1,046
| New | +$136K | 0.17% | 61 |
|