WP
WealthPLAN Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Sell |
16,147
-6,074
| -27% | -$1.79M | 0.77% | 32 |
|
|
2025
Q1 | $5.53M | Sell |
22,221
-90
| -0.4% | -$22.4K | 0.78% | 34 |
|
|
2024
Q4 | $4.9M | Sell |
22,311
-1,367
| -6% | -$301K | 0.7% | 39 |
|
|
2024
Q3 | $5.23M | Sell |
23,678
-5,571
| -19% | -$1.23M | 0.7% | 40 |
|
|
2024
Q2 | $5.06M | Sell |
29,249
-895
| -3% | -$155K | 0.54% | 50 |
|
|
2024
Q1 | $5.76M | Sell |
30,144
-14,854
| -33% | -$2.84M | 0.6% | 50 |
|
|
2023
Q4 | $7.36M | Buy |
44,998
+826
| +2% | +$135K | 0.76% | 40 |
|
|
2023
Q3 | $6.2M | Buy |
44,172
+21,898
| +98% | +$3.07M | 0.72% | 45 |
|
|
2023
Q2 | $2.98M | Buy |
22,274
+19,274
| +642% | +$2.58M | 0.42% | 66 |
|
|
2023
Q1 | $393K | Sell |
3,000
-1,505
| -33% | -$197K | 0.04% | 222 |
|
|
2022
Q4 | $613K | Buy |
+4,505
| New | +$613K | 0.04% | 229 |
|
|
2022
Q1 | $563K | Buy |
4,259
+1,591
| +60% | +$210K | 0.04% | 235 |
|
|
2021
Q4 | $356K | Sell |
2,668
-214
| -7% | -$28.6K | 0.02% | 292 |
|
|
2021
Q3 | $350K | Buy |
2,882
+25
| +0.9% | +$3.04K | 0.02% | 295 |
|
|
2021
Q2 | $406K | Buy |
2,857
+347
| +14% | +$49.3K | 0.03% | 255 |
|
|
2021
Q1 | $366K | Buy |
2,510
+476
| +23% | +$69.4K | 0.03% | 254 |
|
|
2020
Q4 | $246K | Buy |
+2,034
| New | +$246K | 0.02% | 292 |
|
|
2020
Q1 | – | Sell |
-1,512
| Closed | -$235K | – | 264 |
|
|
2019
Q4 | $235K | Buy |
+1,512
| New | +$235K | 0.03% | 224 |
|
|
2019
Q3 | – | Sell |
-2,409
| Closed | -$327K | – | 235 |
|
|
2019
Q2 | $327K | Buy |
2,409
+354
| +17% | +$48.1K | 0.05% | 175 |
|
|
2019
Q1 | $276K | Sell |
2,055
-1
| -0% | -$134 | 0.04% | 215 |
|
|
2018
Q4 | $284K | Sell |
2,056
-1,547
| -43% | -$214K | 0.05% | 199 |
|
|
2018
Q3 | $422K | Sell |
3,603
-409
| -10% | -$47.9K | 0.08% | 161 |
|
|
2018
Q2 | $560K | Buy |
4,012
+2,292
| +133% | +$320K | 0.11% | 131 |
|
|
2018
Q1 | $264K | Buy |
1,720
+325
| +23% | +$49.9K | 0.06% | 224 |
|
|
2017
Q4 | $214K | Sell |
1,395
-100
| -7% | -$15.3K | 0.06% | 197 |
|
|
2017
Q3 | $217K | Sell |
1,495
-790
| -35% | -$115K | 0.06% | 175 |
|
|
2017
Q2 | $352K | Buy |
2,285
+2,146
| +1,544% | +$331K | 0.1% | 127 |
|
|
2017
Q1 | $24K | Buy |
+139
| New | +$24K | 0.08% | 167 |
|
|
2016
Q3 | $1.23M | Sell |
7,881
-6,995
| -47% | -$1.09M | 0.4% | 48 |
|
|
2016
Q2 | $1.2M | Buy |
+14,876
| New | +$1.2M | 0.15% | 108 |
|
|
2015
Q4 | $1.03M | Buy |
+23,040
| New | +$1.03M | 0.17% | 99 |
|
|
2015
Q2 | $1.1M | Buy |
6,763
+118
| +2% | +$19.2K | 0.48% | 30 |
|
|
2015
Q1 | $1.07M | Buy |
+6,645
| New | +$1.07M | 0.5% | 41 |
|