Oak Harbor Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $997K | Sell |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $865K | Buy |
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|
2024
Q4 | $707K | Sell |
|
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|
2024
Q3 | $805K | Buy |
|
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|
2024
Q2 | $629K | Sell |
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|
2024
Q1 | $760K | Buy |
|
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|
2023
Q4 | $650K | Sell |
|
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|
2023
Q3 | $2.24M | Sell |
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|
2023
Q2 | $2.17M | Buy |
|
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|
2023
Q1 | $2.12M | Buy |
|
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|
2022
Q4 | $2.28M | Buy |
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|
2022
Q3 | $1.93M | Buy |
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|
2022
Q2 | $2.28M | Sell |
|
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|
2022
Q1 | $2.11M | Buy |
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|
2021
Q4 | $2.17M | Buy |
|