Strategic 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 | $8.67M | Buy |
29,420
+1,262
| +4% | +$372K | 1.41% | 20 |
|
|
2025
Q1 | $7M | Sell |
28,158
-6,194
| -18% | -$1.54M | 1.37% | 24 |
|
|
2024
Q4 | $7.55M | Buy |
34,352
+574
| +2% | +$126K | 1.39% | 20 |
|
|
2024
Q3 | $7.47M | Buy |
33,778
+1,280
| +4% | +$283K | 1.47% | 21 |
|
|
2024
Q2 | $5.62M | Buy |
32,498
+9,401
| +41% | +$1.63M | 1.23% | 25 |
|
|
2024
Q1 | $4.41M | Buy |
23,097
+3,086
| +15% | +$589K | 1.1% | 23 |
|
|
2023
Q4 | $3.27M | Buy |
+20,011
| New | +$3.27M | 1.09% | 26 |
|