O'Keefe Stevens Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,110
| Closed | -$244K | – | 72 |
|
|
2024
Q4 | $244K | Sell |
1,110
-25
| -2% | -$5.5K | 0.08% | 66 |
|
|
2024
Q3 | $251K | Buy |
+1,135
| New | +$251K | 0.08% | 63 |
|
|
2024
Q2 | – | Sell |
-1,110
| Closed | -$212K | – | 72 |
|
|
2024
Q1 | $212K | Buy |
+1,110
| New | +$212K | 0.07% | 63 |
|
|
2019
Q2 | – | Sell |
-1,647
| Closed | -$222K | – | 43 |
|
|
2019
Q1 | $222K | Buy |
+1,647
| New | +$222K | 0.17% | 39 |
|
|
2018
Q4 | – | Sell |
-1,647
| Closed | -$238K | – | 41 |
|
|
2018
Q3 | $238K | Hold |
1,647
| – | – | 0.17% | 38 |
|
|
2018
Q2 | $220K | Hold |
1,647
| – | – | 0.18% | 37 |
|
|
2018
Q1 | $242K | Hold |
1,647
| – | – | 0.21% | 41 |
|
|
2017
Q4 | $242K | Buy |
+1,647
| New | +$242K | 0.22% | 40 |
|