SFP
Sterling Financial Planning’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Sell |
2,483
-1
| -0% | -$295 | 0.24% | 57 |
|
|
2025
Q1 | $618K | Buy |
2,484
+300
| +14% | +$74.6K | 0.22% | 60 |
|
|
2024
Q4 | $480K | Buy |
2,184
+18
| +0.8% | +$3.96K | 0.18% | 75 |
|
|
2024
Q3 | $479K | Sell |
2,166
-34
| -2% | -$7.52K | 0.18% | 75 |
|
|
2024
Q2 | $381K | Hold |
2,200
| – | – | 0.15% | 79 |
|
|
2024
Q1 | $420K | Sell |
2,200
-153
| -7% | -$29.2K | 0.17% | 75 |
|
|
2023
Q4 | $385K | Buy |
2,353
+230
| +11% | +$37.6K | 0.17% | 78 |
|
|
2023
Q3 | $298K | Sell |
2,123
-57
| -3% | -$8K | 0.15% | 77 |
|
|
2023
Q2 | $292K | Buy |
2,180
+3
| +0.1% | +$402 | 0.14% | 78 |
|
|
2023
Q1 | $285K | Hold |
2,177
| – | – | 0.15% | 79 |
|
|
2022
Q4 | $307K | Sell |
2,177
-56
| -3% | -$7.89K | 0.18% | 75 |
|
|
2022
Q3 | $265K | Sell |
2,233
-36
| -2% | -$4.27K | 0.19% | 77 |
|
|
2022
Q2 | $320K | Hold |
2,269
| – | – | 0.22% | 67 |
|
|
2022
Q1 | $295K | Hold |
2,269
| – | – | 0.19% | 75 |
|
|
2021
Q4 | $303K | Buy |
2,269
+58
| +3% | +$7.75K | 0.19% | 77 |
|
|
2021
Q3 | $307K | Sell |
2,211
-239
| -10% | -$33.2K | 0.2% | 64 |
|
|
2021
Q2 | $359K | Sell |
2,450
-227
| -8% | -$33.3K | 0.23% | 55 |
|
|
2021
Q1 | $357K | Sell |
2,677
-115
| -4% | -$15.3K | 0.25% | 54 |
|
|
2020
Q4 | $352K | Buy |
+2,792
| New | +$352K | 0.28% | 50 |
|