OFS
Oldfather Financial Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
3,591
+4
| +0.1% | +$1.18K | 0.36% | 35 |
|
|
2025
Q1 | $892K | Hold |
3,587
| – | – | 0.34% | 35 |
|
|
2024
Q4 | $789K | Hold |
3,587
| – | – | 0.3% | 36 |
|
|
2024
Q3 | $793K | Buy |
3,587
+20
| +0.6% | +$4.42K | 0.31% | 35 |
|
|
2024
Q2 | $617K | Hold |
3,567
| – | – | 0.25% | 38 |
|
|
2024
Q1 | $681K | Hold |
3,567
| – | – | 0.28% | 35 |
|
|
2023
Q4 | $583K | Hold |
3,567
| – | – | 0.26% | 38 |
|
|
2023
Q3 | $500K | Hold |
3,567
| – | – | 0.25% | 37 |
|
|
2023
Q2 | $477K | Hold |
3,567
| – | – | 0.23% | 42 |
|
|
2023
Q1 | $468K | Buy |
3,567
+2,000
| +128% | +$262K | 0.24% | 44 |
|
|
2022
Q4 | $221K | Buy |
+1,567
| New | +$221K | 0.13% | 58 |
|
|
2022
Q3 | – | Sell |
-1,567
| Closed | -$202K | – | 60 |
|
|
2022
Q2 | $202K | Hold |
1,567
| – | – | 0.12% | 62 |
|
|
2022
Q1 | $213K | Hold |
1,567
| – | – | 0.12% | 62 |
|
|
2021
Q4 | $202K | Buy |
+1,567
| New | +$202K | 0.11% | 63 |
|
|
2021
Q3 | – | Sell |
-1,567
| Closed | -$222K | – | 64 |
|
|
2021
Q2 | $222K | Hold |
1,567
| – | – | 0.12% | 54 |
|
|
2021
Q1 | $212K | Buy |
+1,567
| New | +$212K | 0.12% | 60 |
|
|
2020
Q1 | – | Sell |
-1,530
| Closed | -$211K | – | 59 |
|
|
2019
Q4 | $211K | Buy |
+1,530
| New | +$211K | 0.2% | 57 |
|