OGC
Oak Grove Capital’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Sell |
45,200
-18,360
| -29% | -$5.41M | 2.18% | 15 |
|
|
2025
Q1 | $15.8M | Sell |
63,560
-12,550
| -16% | -$3.12M | 3.29% | 9 |
|
|
2024
Q4 | $16.7M | Sell |
76,110
-1,870
| -2% | -$411K | 2.5% | 9 |
|
|
2024
Q3 | $17.2M | Sell |
77,980
-6,635
| -8% | -$1.47M | 2.82% | 8 |
|
|
2024
Q2 | $14.6M | Buy |
84,615
+15,225
| +22% | +$2.63M | 2.66% | 8 |
|
|
2024
Q1 | $13.3M | Buy |
69,390
+26,905
| +63% | +$5.14M | 2.68% | 8 |
|
|
2023
Q4 | $6.95M | Buy |
42,485
+15,875
| +60% | +$2.6M | 1.85% | 15 |
|
|
2023
Q3 | $3.73M | Buy |
26,610
+2,550
| +11% | +$358K | 1.3% | 17 |
|
|
2023
Q2 | $3.22M | Buy |
+24,060
| New | +$3.22M | 1.1% | 19 |
|