Oak Harbor Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
3,689
+210
| +6% | +$61.9K | 0.29% | 72 |
|
|
2025
Q1 | $865K | Buy |
3,479
+264
| +8% | +$65.6K | 0.25% | 86 |
|
|
2024
Q4 | $707K | Sell |
3,215
-425
| -12% | -$93.4K | 0.21% | 100 |
|
|
2024
Q3 | $805K | Buy |
3,640
+4
| +0.1% | +$884 | 0.23% | 96 |
|
|
2024
Q2 | $629K | Sell |
3,636
-344
| -9% | -$59.5K | 0.2% | 105 |
|
|
2024
Q1 | $760K | Buy |
3,980
+3
| +0.1% | +$573 | 0.24% | 87 |
|
|
2023
Q4 | $650K | Sell |
3,977
-11,995
| -75% | -$1.96M | 0.22% | 98 |
|
|
2023
Q3 | $2.24M | Sell |
15,972
-246
| -2% | -$34.5K | 0.79% | 36 |
|
|
2023
Q2 | $2.17M | Buy |
16,218
+10
| +0.1% | +$1.34K | 0.74% | 39 |
|
|
2023
Q1 | $2.12M | Buy |
16,208
+5
| +0% | +$655 | 0.77% | 39 |
|
|
2022
Q4 | $2.28M | Buy |
16,203
+5
| +0% | +$704 | 0.87% | 35 |
|
|
2022
Q3 | $1.93M | Buy |
16,198
+55
| +0.3% | +$6.54K | 0.75% | 39 |
|
|
2022
Q2 | $2.28M | Sell |
16,143
-72
| -0.4% | -$10.2K | 0.91% | 36 |
|
|
2022
Q1 | $2.11M | Buy |
16,215
+3
| +0% | +$390 | 0.69% | 39 |
|
|
2021
Q4 | $2.17M | Buy |
+16,212
| New | +$2.17M | 0.74% | 37 |
|