O3W
Omni 360 Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Hold |
2,108
| – | – | 0.31% | 71 |
|
|
2025
Q1 | $524K | Buy |
2,108
+17
| +0.8% | +$4.23K | 0.31% | 69 |
|
|
2024
Q4 | $460K | Sell |
2,091
-19
| -0.9% | -$4.18K | 0.29% | 75 |
|
|
2024
Q3 | $466K | Buy |
2,110
+9
| +0.4% | +$1.99K | 0.31% | 74 |
|
|
2024
Q2 | $363K | Buy |
2,101
+39
| +2% | +$6.75K | 0.27% | 80 |
|
|
2024
Q1 | $394K | Sell |
2,062
-13
| -0.6% | -$2.48K | 0.32% | 72 |
|
|
2023
Q4 | $339K | Buy |
+2,075
| New | +$339K | 0.32% | 71 |
|