BOPW
Brandywine Oak Private Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
5,234
-55
| -1% | -$16.2K | 0.14% | 78 |
|
|
2025
Q1 | $1.32M | Sell |
5,289
-229
| -4% | -$56.9K | 0.13% | 83 |
|
|
2024
Q4 | $1.21M | Sell |
5,518
-537
| -9% | -$118K | 0.12% | 91 |
|
|
2024
Q3 | $1.34M | Buy |
6,055
+426
| +8% | +$94.2K | 0.13% | 84 |
|
|
2024
Q2 | $974K | Buy |
5,629
+32
| +0.6% | +$5.53K | 0.1% | 99 |
|
|
2024
Q1 | $1.07M | Sell |
5,597
-40
| -0.7% | -$7.64K | 0.11% | 93 |
|
|
2023
Q4 | $922K | Sell |
5,637
-44
| -0.8% | -$7.2K | 0.1% | 101 |
|
|
2023
Q3 | $797K | Sell |
5,681
-140
| -2% | -$19.6K | 0.09% | 109 |
|
|
2023
Q2 | $779K | Buy |
5,821
+35
| +0.6% | +$4.68K | 0.09% | 117 |
|
|
2023
Q1 | $758K | Buy |
5,786
+7
| +0.1% | +$918 | 0.09% | 117 |
|
|
2022
Q4 | $814K | Sell |
5,779
-1,333
| -19% | -$188K | 0.1% | 111 |
|
|
2022
Q3 | $845K | Sell |
7,112
-1,297
| -15% | -$154K | 0.11% | 106 |
|
|
2022
Q2 | $1.19M | Buy |
8,409
+127
| +2% | +$17.9K | 0.15% | 92 |
|
|
2022
Q1 | $1.08M | Buy |
8,282
+639
| +8% | +$83K | 0.12% | 118 |
|
|
2021
Q4 | $1.02M | Buy |
7,643
+300
| +4% | +$40.1K | 0.11% | 133 |
|
|
2021
Q3 | $1.03M | Buy |
7,343
+415
| +6% | +$58.2K | 0.12% | 121 |
|
|
2021
Q2 | $1.02M | Buy |
+6,928
| New | +$1.02M | 0.12% | 126 |
|
|
2019
Q4 | – | Sell |
-1,627
| Closed | -$236K | – | 242 |
|
|
2019
Q3 | $236K | Buy |
1,627
+173
| +12% | +$25.1K | 0.04% | 201 |
|
|
2019
Q2 | $200K | Sell |
1,454
-950
| -40% | -$131K | 0.04% | 216 |
|
|
2019
Q1 | $339K | Sell |
2,404
-2,052
| -46% | -$289K | 0.07% | 139 |
|
|
2018
Q4 | $403K | Buy |
+4,456
| New | +$403K | 0.09% | 112 |
|