Obermeyer 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 | $981K | Buy |
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|
2025
Q2 | $974K | Buy |
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|
2025
Q1 | $599K | Buy |
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|
2024
Q4 | $335K | Buy |
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|
2024
Q3 | $238K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $227K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $636K | Buy |
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|
2015
Q4 | $489K | Sell |
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|
2015
Q3 | $652K | Buy |
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|
2015
Q2 | $699K | Buy |
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|
2015
Q1 | $586K | Sell |
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|
2014
Q4 | $715K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $651K | Hold |
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|
2013
Q3 | $643K | Buy |
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|
2013
Q2 | $650K | Buy |
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