OPPS
Obsidian Personal Planning Solutions’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
5,898
-66
| -1% | -$19.5K | 0.7% | 29 |
|
|
2025
Q1 | $1.44M | Sell |
5,964
-83
| -1% | -$20.1K | 0.64% | 29 |
|
|
2024
Q4 | $1.55M | Buy |
6,047
+66
| +1% | +$16.9K | 0.75% | 25 |
|
|
2024
Q3 | $1.24M | Sell |
5,981
-7
| -0.1% | -$1.45K | 0.65% | 25 |
|
|
2024
Q2 | $1.04M | Sell |
5,988
-95
| -2% | -$16.4K | 0.63% | 25 |
|
|
2024
Q1 | $1.01M | Sell |
6,083
-179
| -3% | -$29.8K | 0.66% | 26 |
|
|
2023
Q4 | $1.02M | Buy |
6,262
+393
| +7% | +$64.3K | 0.78% | 24 |
|
|
2023
Q3 | $823K | Hold |
5,869
| – | – | 0.7% | 25 |
|
|
2023
Q2 | $785K | Hold |
5,869
| – | – | 0.97% | 20 |
|
|
2023
Q1 | $769K | Hold |
5,869
| – | – | 1.12% | 19 |
|
|
2022
Q4 | $827K | Hold |
5,869
| – | – | 1.33% | 18 |
|
|
2022
Q3 | $697K | Hold |
5,869
| – | – | 1.28% | 19 |
|
|
2022
Q2 | $829K | Buy |
+5,869
| New | +$829K | 1.41% | 18 |
|