OBWP
O'Brien Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Hold |
1,721
| – | – | 0.08% | 36 |
|
|
2025
Q1 | $428K | Buy |
1,721
+26
| +2% | +$6.47K | 0.08% | 34 |
|
|
2024
Q4 | $373K | Buy |
1,695
+10
| +0.6% | +$2.2K | 0.07% | 35 |
|
|
2024
Q3 | $373K | Buy |
1,685
+3
| +0.2% | +$663 | 0.07% | 34 |
|
|
2024
Q2 | $291K | Buy |
1,682
+3
| +0.2% | +$519 | 0.07% | 33 |
|
|
2024
Q1 | $321K | Buy |
1,679
+2
| +0.1% | +$382 | 0.07% | 32 |
|
|
2023
Q4 | $274K | Buy |
1,677
+24
| +1% | +$3.93K | 0.07% | 36 |
|
|
2023
Q3 | $232K | Buy |
1,653
+15
| +0.9% | +$2.1K | 0.07% | 38 |
|
|
2023
Q2 | $219K | Sell |
1,638
-5
| -0.3% | -$669 | 0.06% | 41 |
|
|
2023
Q1 | $215K | Sell |
1,643
-16
| -1% | -$2.1K | 0.07% | 40 |
|
|
2022
Q4 | $234K | Sell |
1,659
-2
| -0.1% | -$282 | 0.09% | 40 |
|
|
2022
Q3 | $197K | Sell |
1,661
-12
| -0.7% | -$1.42K | 0.08% | 48 |
|
|
2022
Q2 | $236K | Buy |
1,673
+48
| +3% | +$6.77K | 0.1% | 43 |
|
|
2022
Q1 | $218K | Buy |
1,625
+55
| +4% | +$7.38K | 0.09% | 37 |
|
|
2021
Q4 | $215K | Buy |
1,570
+1
| +0.1% | +$137 | 0.07% | 36 |
|
|
2021
Q3 | $225K | Sell |
1,569
-691
| -31% | -$99.1K | 0.08% | 31 |
|
|
2021
Q2 | $320K | Buy |
2,260
+369
| +20% | +$52.2K | 0.11% | 31 |
|
|
2021
Q1 | $256K | Buy |
1,891
+126
| +7% | +$17.1K | 0.08% | 33 |
|
|
2020
Q4 | $227K | Buy |
1,765
+35
| +2% | +$4.5K | 0.08% | 34 |
|
|
2020
Q3 | $227K | Buy |
+1,730
| New | +$227K | 0.09% | 33 |
|
|
2020
Q1 | – | Sell |
-1,661
| Closed | -$223K | – | 35 |
|
|
2019
Q4 | $223K | Sell |
1,661
-2,251
| -58% | -$302K | 0.16% | 39 |
|
|
2019
Q3 | $569K | Buy |
3,912
+2,089
| +115% | +$304K | 0.45% | 19 |
|
|
2019
Q2 | $258K | Buy |
1,823
+94
| +5% | +$13.3K | 0.19% | 31 |
|
|
2019
Q1 | $244K | Buy |
1,729
+9
| +0.5% | +$1.27K | 0.17% | 34 |
|
|
2018
Q4 | $209K | Sell |
1,720
-1,890
| -52% | -$230K | 0.14% | 38 |
|
|
2018
Q3 | $546K | Buy |
+3,610
| New | +$546K | 0.35% | 16 |
|
|
2018
Q2 | – | Sell |
-1,693
| Closed | -$260K | – | 140 |
|
|
2018
Q1 | $260K | Buy |
1,693
+7
| +0.4% | +$1.08K | 0.18% | 27 |
|
|
2017
Q4 | $259K | Sell |
1,686
-119
| -7% | -$18.3K | 0.16% | 27 |
|
|
2017
Q3 | $262K | Hold |
1,805
| – | – | 0.14% | 28 |
|
|
2017
Q2 | $278K | Hold |
1,805
| – | – | 0.15% | 28 |
|
|
2017
Q1 | $314K | Hold |
1,805
| – | – | 0.17% | 28 |
|
|
2016
Q4 | $300K | Sell |
1,805
-12
| -0.7% | -$1.99K | 0.18% | 29 |
|
|
2016
Q3 | $289K | Hold |
1,817
| – | – | 0.19% | 29 |
|
|
2016
Q2 | $276K | Hold |
1,817
| – | – | 0.19% | 29 |
|
|
2016
Q1 | $275K | Hold |
1,817
| – | – | 0.21% | 28 |
|
|
2015
Q4 | $250K | Buy |
+1,817
| New | +$250K | 0.24% | 26 |
|