Stonebridge Financial Planning Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Hold |
1,159
| – | – | 0.14% | 134 |
|
|
2025
Q1 | $288K | Hold |
1,159
| – | – | 0.13% | 139 |
|
|
2024
Q4 | $255K | Buy |
+1,159
| New | +$255K | 0.11% | 143 |
|
|
2022
Q1 | – | Sell |
-193
| Closed | -$26K | – | 225 |
|
|
2021
Q4 | $26K | Sell |
193
-76
| -28% | -$10.2K | 0.01% | 279 |
|
|
2021
Q3 | $33K | Buy |
269
+67
| +33% | +$8.22K | 0.02% | 255 |
|
|
2021
Q2 | $27K | Hold |
202
| – | – | 0.01% | 278 |
|
|
2021
Q1 | $26K | Hold |
202
| – | – | 0.02% | 278 |
|
|
2020
Q4 | $24K | Hold |
202
| – | – | 0.02% | 261 |
|
|
2020
Q3 | $24K | Sell |
202
-52
| -20% | -$6.18K | 0.02% | 253 |
|
|
2020
Q2 | $29K | Hold |
254
| – | – | 0.02% | 223 |
|
|
2020
Q1 | $29K | Sell |
254
-80
| -24% | -$9.13K | 0.03% | 209 |
|
|
2019
Q4 | $43K | Buy |
+334
| New | +$43K | 0.04% | 178 |
|