OHWA
Oak Hill Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
5,394
-781
| -13% | -$227K | 0.32% | 44 |
|
|
2025
Q1 | $1.54M | Buy |
6,175
+3,054
| +98% | +$759K | 0.36% | 41 |
|
|
2024
Q4 | $686K | Buy |
+3,121
| New | +$686K | 0.16% | 64 |
|
|
2024
Q3 | – | Sell |
-2,706
| Closed | -$468K | – | 54 |
|
|
2024
Q2 | $468K | Buy |
+2,706
| New | +$468K | 0.14% | 69 |
|
|
2024
Q1 | – | Sell |
-2,844
| Closed | -$465K | – | 46 |
|
|
2023
Q4 | $465K | Sell |
2,844
-12
| -0.4% | -$1.96K | 0.16% | 62 |
|
|
2023
Q3 | $401K | Buy |
2,856
+8
| +0.3% | +$1.12K | 0.15% | 69 |
|
|
2023
Q2 | $381K | Buy |
2,848
+13
| +0.5% | +$1.74K | 0.14% | 73 |
|
|
2023
Q1 | $372K | Sell |
2,835
-627
| -18% | -$82.2K | 0.15% | 75 |
|
|
2022
Q4 | $488K | Buy |
+3,462
| New | +$488K | 0.2% | 66 |
|