Summit Wealth & Retirement Planning’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+705
| New | +$208K | 0.06% | 98 |
|
|
2021
Q1 | – | Sell |
-12,893
| Closed | -$1.55M | – | 111 |
|
|
2020
Q4 | $1.55M | Buy |
12,893
+418
| +3% | +$50.3K | 0.59% | 36 |
|
|
2020
Q3 | $1.45M | Hold |
12,475
| – | – | 0.62% | 33 |
|
|
2020
Q2 | $1.44M | Buy |
12,475
+53
| +0.4% | +$6.12K | 0.68% | 36 |
|
|
2020
Q1 | $1.32M | Hold |
12,422
| – | – | 0.7% | 37 |
|
|
2019
Q4 | $1.59M | Hold |
12,422
| – | – | 0.71% | 32 |
|
|
2019
Q3 | $1.73M | Hold |
12,422
| – | – | 1.04% | 21 |
|
|
2019
Q2 | $1.64M | Hold |
12,422
| – | – | 0.96% | 22 |
|
|
2019
Q1 | $1.68M | Sell |
12,422
-4,013
| -24% | -$541K | 1% | 23 |
|
|
2018
Q4 | $1.79M | Buy |
+16,435
| New | +$1.79M | 1.35% | 17 |
|