Stonebridge Financial Planning Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $330K | Buy |
|
|||||
|
2025
Q2 | $342K | Hold |
|
|||||
|
2025
Q1 | $288K | Hold |
|
|||||
|
2024
Q4 | $255K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $26K | Sell |
|
|||||
|
2021
Q3 | $33K | Buy |
|
|||||
|
2021
Q2 | $27K | Hold |
|
|||||
|
2021
Q1 | $26K | Hold |
|
|||||
|
2020
Q4 | $24K | Hold |
|
|||||
|
2020
Q3 | $24K | Sell |
|
|||||
|
2020
Q2 | $29K | Hold |
|
|||||
|
2020
Q1 | $29K | Sell |
|
|||||
|
2019
Q4 | $43K | Buy |
|