Occidental Asset Management’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 | $370K | Sell |
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|
2025
Q1 | $359K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.13M | Buy |
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|
2020
Q1 | $924K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $209K | Buy |
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|
2018
Q3 | $274K | Sell |
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|
2018
Q2 | $267K | Hold |
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|
2018
Q1 | $293K | Hold |
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|
2017
Q4 | $293K | Sell |
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|
2017
Q3 | $326K | Sell |
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|
2017
Q2 | $606K | Buy |
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|
2017
Q1 | $656K | Buy |
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|
2016
Q4 | $586K | Buy |
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|
2016
Q3 | $480K | Buy |
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|
2016
Q2 | $424K | Buy |
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|
2016
Q1 | $311K | Hold |
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|
2015
Q4 | $282K | Hold |
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|
2015
Q3 | $297K | Hold |
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|
2015
Q2 | $334K | Hold |
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|
2015
Q1 | $329K | Hold |
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|
2014
Q4 | $329K | Hold |
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|
2014
Q3 | $389K | Hold |
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|
2014
Q2 | $372K | Hold |
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|
2014
Q1 | $395K | Buy |
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