O'Brien 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
Q2 | $507K | Hold |
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|
2025
Q1 | $428K | Buy |
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|
2024
Q4 | $373K | Buy |
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|
2024
Q3 | $373K | Buy |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $321K | Buy |
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|
2023
Q4 | $274K | Buy |
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|
2023
Q3 | $232K | Buy |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $197K | Sell |
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|
2022
Q2 | $236K | Buy |
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|
2022
Q1 | $218K | Buy |
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|
2021
Q4 | $215K | Sell |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $320K | Buy |
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|
2021
Q1 | $256K | Buy |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q3 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $223K | Sell |
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|
2019
Q3 | $569K | Buy |
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|
2019
Q2 | $258K | Buy |
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|
2019
Q1 | $244K | Buy |
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|
2018
Q4 | $209K | Sell |
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|
2018
Q3 | $546K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $260K | Buy |
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|
2017
Q4 | $259K | Sell |
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|
2017
Q3 | $262K | Hold |
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|
2017
Q2 | $278K | Hold |
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|
2017
Q1 | $314K | Hold |
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|
2016
Q4 | $300K | Sell |
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|
2016
Q3 | $289K | Hold |
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|
2016
Q2 | $276K | Hold |
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|
2016
Q1 | $275K | Hold |
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|
2015
Q4 | $250K | Buy |
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