KOC
Koss-Olinger Consulting’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Sell |
2,333
-87
| -4% | -$25.7K | 0.06% | 158 |
|
|
2025
Q1 | $602K | Buy |
+2,420
| New | +$602K | 0.05% | 163 |
|
|
2024
Q4 | – | Sell |
-2,318
| Closed | -$512K | – | 232 |
|
|
2024
Q3 | $512K | Buy |
2,318
+63
| +3% | +$13.9K | 0.04% | 154 |
|
|
2024
Q2 | $390K | Buy |
+2,255
| New | +$390K | 0.04% | 177 |
|
|
2024
Q1 | – | Sell |
-2,321
| Closed | -$380K | – | 156 |
|
|
2023
Q4 | $380K | Sell |
2,321
-108
| -4% | -$17.7K | 0.04% | 202 |
|
|
2023
Q3 | $341K | Hold |
2,429
| – | – | 0.05% | 171 |
|
|
2023
Q2 | $325K | Buy |
2,429
+850
| +54% | +$114K | 0.04% | 172 |
|
|
2023
Q1 | $207K | Sell |
1,579
-250
| -14% | -$32.8K | 0.03% | 232 |
|
|
2022
Q4 | $258K | Hold |
1,829
| – | – | 0.04% | 173 |
|
|
2022
Q3 | $217K | Sell |
1,829
-941
| -34% | -$112K | 0.04% | 199 |
|
|
2022
Q2 | $391K | Buy |
2,770
+858
| +45% | +$121K | 0.07% | 104 |
|
|
2022
Q1 | $249K | Buy |
1,912
+1
| +0.1% | +$130 | 0.04% | 158 |
|
|
2021
Q4 | $255K | Sell |
1,911
-308
| -14% | -$41.1K | 0.04% | 163 |
|
|
2021
Q3 | $308K | Sell |
2,219
-5
| -0.2% | -$694 | 0.05% | 168 |
|
|
2021
Q2 | $326K | Buy |
2,224
+1
| +0% | +$147 | 0.05% | 180 |
|
|
2021
Q1 | $296K | Buy |
+2,223
| New | +$296K | 0.05% | 171 |
|