Brandywine Oak Private Wealth’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.54M Sell
2025
Q1
$1.32M Sell
2024
Q4
$1.21M Sell
2024
Q3
$1.34M Buy
2024
Q2
$974K Buy
2024
Q1
$1.07M Sell
2023
Q4
$922K Sell
2023
Q3
$797K Sell
2023
Q2
$779K Buy
2023
Q1
$758K Buy
2022
Q4
$814K Sell
2022
Q3
$845K Sell
2022
Q2
$1.19M Buy
2022
Q1
$1.08M Buy
2021
Q4
$1.02M Sell
2021
Q3
$1.03M Buy
2021
Q2
$1.01M Buy
2019
Q4
Sell
2019
Q3
$236K Buy
2019
Q2
$200K Sell
2019
Q1
$339K Sell
2018
Q4
$403K Buy