AOWM
Alpha Omega Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
37,275
-2,550
| -6% | -$752K | 1.97% | 7 |
|
|
2025
Q1 | $9.9M | Sell |
39,825
-4,719
| -11% | -$1.17M | 1.89% | 9 |
|
|
2024
Q4 | $9.79M | Sell |
44,544
-969
| -2% | -$213K | 1.86% | 7 |
|
|
2024
Q3 | $10.1M | Sell |
45,513
-6,318
| -12% | -$1.4M | 1.85% | 7 |
|
|
2024
Q2 | $8.96M | Sell |
51,831
-1,102
| -2% | -$191K | 1.71% | 8 |
|
|
2024
Q1 | $10.1M | Sell |
52,933
-2,847
| -5% | -$544K | 1.88% | 9 |
|
|
2023
Q4 | $9.12M | Sell |
55,780
-701
| -1% | -$115K | 1.51% | 9 |
|
|
2023
Q3 | $7.92M | Sell |
56,481
-190
| -0.3% | -$26.7K | 1.37% | 13 |
|
|
2023
Q2 | $7.58M | Sell |
56,671
-1,573
| -3% | -$210K | 1.28% | 13 |
|
|
2023
Q1 | $7.64M | Buy |
58,244
+1,885
| +3% | +$247K | 1.32% | 14 |
|
|
2022
Q4 | $7.94M | Sell |
56,359
-1,144
| -2% | -$161K | 1.41% | 13 |
|
|
2022
Q3 | $6.83M | Sell |
57,503
-516
| -0.9% | -$61.3K | 1.3% | 14 |
|
|
2022
Q2 | $8.19M | Buy |
58,019
+537
| +0.9% | +$75.8K | 1.46% | 11 |
|
|
2022
Q1 | $7.47M | Buy |
57,482
+26,529
| +86% | +$3.45M | 1.18% | 15 |
|
|
2021
Q4 | $4.17M | Buy |
30,953
+2,038
| +7% | +$275K | 0.64% | 43 |
|
|
2021
Q3 | $4.02M | Sell |
28,915
-5,105
| -15% | -$709K | 0.66% | 43 |
|
|
2021
Q2 | $4.99M | Buy |
34,020
+492
| +1% | +$72.1K | 0.82% | 32 |
|
|
2021
Q1 | $4.47M | Buy |
33,528
+1,164
| +4% | +$155K | 0.78% | 37 |
|
|
2020
Q4 | $4.07M | Sell |
32,364
-94
| -0.3% | -$11.8K | 0.69% | 35 |
|
|
2020
Q3 | $3.95M | Buy |
32,458
+347
| +1% | +$42.2K | 0.56% | 29 |
|
|
2020
Q2 | $3.88M | Sell |
32,111
-481
| -1% | -$58.1K | 0.59% | 26 |
|
|
2020
Q1 | $3.62M | Buy |
32,592
+6,405
| +24% | +$710K | 0.67% | 22 |
|
|
2019
Q4 | $3.51M | Sell |
26,187
-3,169
| -11% | -$425K | 0.56% | 42 |
|
|
2019
Q3 | $4.04M | Buy |
29,356
+4,079
| +16% | +$561K | 0.66% | 28 |
|
|
2019
Q2 | $3.49M | Buy |
25,277
+744
| +3% | +$103K | 1.48% | 23 |
|
|
2019
Q1 | $3.46M | Buy |
24,533
+3,681
| +18% | +$519K | 1.55% | 21 |
|
|
2018
Q4 | $2.37M | Sell |
20,852
-6,375
| -23% | -$725K | 1.19% | 28 |
|
|
2018
Q3 | $4.12M | Buy |
27,227
+26,820
| +6,590% | +$4.06M | 1.85% | 12 |
|
|
2018
Q2 | $57K | Hold |
407
| – | – | 0.03% | 214 |
|
|
2018
Q1 | $62K | Hold |
407
| – | – | 0.03% | 198 |
|
|
2017
Q4 | $62K | Sell |
407
-130
| -24% | -$19.8K | 0.03% | 204 |
|
|
2017
Q3 | $78K | Hold |
537
| – | – | 0.04% | 191 |
|
|
2017
Q2 | $83K | Hold |
537
| – | – | 0.04% | 188 |
|
|
2017
Q1 | $94K | Hold |
537
| – | – | 0.05% | 175 |
|
|
2016
Q4 | $89K | Buy |
537
+403
| +301% | +$66.8K | 0.05% | 180 |
|
|
2016
Q3 | $21K | Hold |
134
| – | – | 0.02% | 139 |
|
|
2016
Q2 | $20K | Hold |
134
| – | – | 0.02% | 139 |
|
|
2016
Q1 | $20K | Hold |
134
| – | – | 0.02% | 136 |
|
|
2015
Q4 | $18K | Buy |
+134
| New | +$18K | 0.02% | 137 |
|