Omnia Family Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+801
| New | +$236K | 0.09% | 83 |
|
|
2019
Q2 | – | Sell |
-630
| Closed | -$85K | – | 296 |
|
|
2019
Q1 | $85K | Hold |
630
| – | – | 0.04% | 135 |
|
|
2018
Q4 | $68K | Buy |
630
+23
| +4% | +$2.48K | 0.04% | 136 |
|
|
2018
Q3 | $88K | Hold |
607
| – | – | 0.04% | 124 |
|
|
2018
Q2 | $81K | Sell |
607
-429
| -41% | -$57.2K | 0.04% | 126 |
|
|
2018
Q1 | $152K | Sell |
1,036
-138
| -12% | -$20.2K | 0.07% | 97 |
|
|
2017
Q4 | $172K | Sell |
1,174
-1
| -0.1% | -$147 | 0.08% | 94 |
|
|
2017
Q3 | $163K | Sell |
1,175
-13
| -1% | -$1.8K | 0.08% | 100 |
|
|
2017
Q2 | $175K | Sell |
1,188
-816
| -41% | -$120K | 0.08% | 94 |
|
|
2017
Q1 | $334K | Sell |
2,004
-214
| -10% | -$35.7K | 0.16% | 57 |
|
|
2016
Q4 | $352K | Buy |
+2,218
| New | +$352K | 0.17% | 59 |
|