WealthPlan Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
43,691
+2,165
| +5% | +$638K | 0.94% | 27 |
|
|
2025
Q1 | $10.3M | Sell |
41,526
-2,305
| -5% | -$573K | 1.02% | 28 |
|
|
2024
Q4 | $9.64M | Sell |
43,831
-2,267
| -5% | -$498K | 0.95% | 33 |
|
|
2024
Q3 | $10.2M | Buy |
46,098
+5,077
| +12% | +$1.12M | 1.03% | 32 |
|
|
2024
Q2 | $7.09M | Sell |
41,021
-1,347
| -3% | -$233K | 1.07% | 36 |
|
|
2024
Q1 | $8.09M | Sell |
42,368
-8,490
| -17% | -$1.62M | 1.23% | 31 |
|
|
2023
Q4 | $8.32M | Buy |
50,858
+3,306
| +7% | +$541K | 1.33% | 27 |
|
|
2023
Q3 | $6.67M | Buy |
47,552
+23,295
| +96% | +$3.27M | 1.18% | 36 |
|
|
2023
Q2 | $3.25M | Buy |
24,257
+22,746
| +1,505% | +$3.04M | 0.97% | 44 |
|
|
2023
Q1 | $198K | Sell |
1,511
-2,994
| -66% | -$393K | 0.03% | 160 |
|
|
2022
Q4 | $619K | Buy |
4,505
+323
| +8% | +$44.4K | 0.04% | 228 |
|
|
2022
Q3 | $616K | Buy |
+4,182
| New | +$616K | 0.05% | 214 |
|
|
2022
Q1 | $563K | Buy |
+4,259
| New | +$563K | 0.04% | 235 |
|