Corient Private Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115M | Buy |
390,316
+2,328
| +0.6% | +$685K | 0.12% | 151 |
|
|
2025
Q1 | $96.5M | Sell |
387,988
-19,694
| -5% | -$4.9M | 0.16% | 143 |
|
|
2024
Q4 | $87.5M | Sell |
407,682
-47,429
| -10% | -$10.2M | 0.15% | 156 |
|
|
2024
Q3 | $101M | Buy |
455,111
+42,823
| +10% | +$9.47M | 0.16% | 141 |
|
|
2024
Q2 | $71.3M | Buy |
412,288
+13,742
| +3% | +$2.38M | 0.12% | 171 |
|
|
2024
Q1 | $76.1M | Sell |
398,546
-8,658
| -2% | -$1.65M | 0.14% | 167 |
|
|
2023
Q4 | $66.6M | Buy |
407,204
+31,743
| +8% | +$5.19M | 0.12% | 173 |
|
|
2023
Q3 | $52.7M | Buy |
375,461
+14,271
| +4% | +$2M | 0.12% | 181 |
|
|
2023
Q2 | $48.3M | Buy |
361,190
+6,199
| +2% | +$829K | 0.11% | 189 |
|
|
2023
Q1 | $46.5M | Buy |
354,991
+76,260
| +27% | +$10M | 0.13% | 163 |
|
|
2022
Q4 | $39.3M | Buy |
+278,731
| New | +$39.3M | 0.14% | 165 |
|