Sterling Financial Planning’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Sell |
|
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|
2025
Q1 | $618K | Buy |
|
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|
2024
Q4 | $480K | Buy |
|
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|
2024
Q3 | $479K | Sell |
|
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|
2024
Q2 | $381K | Hold |
|
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|
2024
Q1 | $420K | Sell |
|
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|
2023
Q4 | $385K | Buy |
|
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|
2023
Q3 | $298K | Sell |
|
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|
2023
Q2 | $292K | Buy |
|
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|
2023
Q1 | $285K | Hold |
|
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|
2022
Q4 | $307K | Sell |
|
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|
2022
Q3 | $265K | Sell |
|
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|
2022
Q2 | $320K | Hold |
|
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|
2022
Q1 | $295K | Hold |
|
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|
2021
Q4 | $303K | Sell |
|
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|
2021
Q3 | $307K | Sell |
|
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|
2021
Q2 | $359K | Sell |
|
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|
2021
Q1 | $357K | Sell |
|
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|
2020
Q4 | $352K | Buy |
|