O'Brien Greene & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+744
| New | +$219K | 0.07% | 121 |
|
|
2020
Q4 | – | Sell |
-1,806
| Closed | -$211K | – | 122 |
|
|
2020
Q3 | $211K | Buy |
1,806
+1
| +0.1% | +$117 | 0.1% | 97 |
|
|
2020
Q2 | $208K | Buy |
+1,805
| New | +$208K | 0.11% | 96 |
|
|
2020
Q1 | – | Sell |
-1,727
| Closed | -$221K | – | 106 |
|
|
2019
Q4 | $221K | Sell |
1,727
-1,004
| -37% | -$128K | 0.11% | 98 |
|
|
2019
Q3 | $380K | Buy |
2,731
+879
| +47% | +$122K | 0.2% | 84 |
|
|
2019
Q2 | $244K | Hold |
1,852
| – | – | 0.13% | 98 |
|
|
2019
Q1 | $250K | Buy |
+1,852
| New | +$250K | 0.13% | 97 |
|