Summit Wealth & Retirement 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
Q3 | – | Sell |
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|
2025
Q2 | $208K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.55M | Buy |
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|
2020
Q3 | $1.45M | Hold |
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|
2020
Q2 | $1.44M | Buy |
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|
2020
Q1 | $1.32M | Hold |
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|
2019
Q4 | $1.59M | Hold |
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|
2019
Q3 | $1.73M | Hold |
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|
2019
Q2 | $1.64M | Hold |
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|
2019
Q1 | $1.68M | Sell |
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|
2018
Q4 | $1.79M | Buy |
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