Obermeyer 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 | $974K | Buy |
3,303
+895
| +37% | +$264K | 0.05% | 110 |
|
|
2025
Q1 | $599K | Buy |
2,408
+886
| +58% | +$220K | 0.03% | 134 |
|
|
2024
Q4 | $335K | Buy |
1,522
+446
| +41% | +$98.1K | 0.02% | 192 |
|
|
2024
Q3 | $238K | Buy |
+1,076
| New | +$238K | 0.01% | 226 |
|
|
2021
Q4 | – | Sell |
-1,707
| Closed | -$227K | – | 236 |
|
|
2021
Q3 | $227K | Buy |
+1,707
| New | +$227K | 0.01% | 196 |
|
|
2016
Q2 | – | Sell |
-4,392
| Closed | -$636K | – | 131 |
|
|
2016
Q1 | $636K | Buy |
4,392
+673
| +18% | +$97.5K | 0.06% | 63 |
|
|
2015
Q4 | $489K | Sell |
3,719
-983
| -21% | -$129K | 0.04% | 73 |
|
|
2015
Q3 | $652K | Buy |
4,702
+209
| +5% | +$29K | 0.07% | 60 |
|
|
2015
Q2 | $699K | Buy |
4,493
+673
| +18% | +$105K | 0.06% | 70 |
|
|
2015
Q1 | $586K | Sell |
3,820
-843
| -18% | -$129K | 0.05% | 85 |
|
|
2014
Q4 | $715K | Buy |
+4,663
| New | +$715K | 0.06% | 83 |
|
|
2014
Q1 | – | Sell |
-3,631
| Closed | -$651K | – | 64 |
|
|
2013
Q4 | $651K | Hold |
3,631
| – | – | 0.17% | 39 |
|
|
2013
Q3 | $643K | Buy |
3,631
+74
| +2% | +$13.1K | 0.18% | 39 |
|
|
2013
Q2 | $650K | Buy |
+3,557
| New | +$650K | 0.18% | 38 |
|