Oak Thistle LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,644
| Closed | -$314K | – | 367 |
|
|
2024
Q1 | $314K | Sell |
1,644
-1,668
| -50% | -$319K | 0.28% | 161 |
|
|
2023
Q4 | $542K | Buy |
+3,312
| New | +$542K | 0.16% | 271 |
|
|
2023
Q3 | – | Sell |
-1,732
| Closed | -$232K | – | 520 |
|
|
2023
Q2 | $232K | Buy |
+1,732
| New | +$232K | 0.12% | 300 |
|