OCPWS
One Charles Private Wealth Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Buy |
3,015
+176
| +6% | +$51.9K | 0.25% | 63 |
|
|
2025
Q1 | $706K | Hold |
2,839
| – | – | 0.23% | 59 |
|
|
2024
Q4 | $624K | Hold |
2,839
| – | – | 0.21% | 65 |
|
|
2024
Q3 | $628K | Hold |
2,839
| – | – | 0.24% | 66 |
|
|
2024
Q2 | $491K | Hold |
2,839
| – | – | 0.2% | 78 |
|
|
2024
Q1 | $542K | Hold |
2,839
| – | – | 0.24% | 72 |
|
|
2023
Q4 | $464K | Hold |
2,839
| – | – | 0.25% | 79 |
|
|
2023
Q3 | $398K | Hold |
2,839
| – | – | 0.23% | 71 |
|
|
2023
Q2 | $380K | Sell |
2,839
-91
| -3% | -$12.2K | 0.22% | 80 |
|
|
2023
Q1 | $384K | Sell |
2,930
-131
| -4% | -$17.2K | 0.24% | 76 |
|
|
2022
Q4 | $431K | Sell |
3,061
-3
| -0.1% | -$423 | 0.28% | 63 |
|
|
2022
Q3 | $364K | Hold |
3,064
| – | – | 0.24% | 70 |
|
|
2022
Q2 | $420K | Buy |
3,064
+1
| +0% | +$137 | 0.28% | 67 |
|
|
2022
Q1 | $398K | Buy |
3,063
+2
| +0.1% | +$260 | 0.25% | 74 |
|
|
2021
Q4 | $409K | Buy |
3,061
+360
| +13% | +$48.1K | 0.23% | 71 |
|
|
2021
Q3 | $375K | Hold |
2,701
| – | – | 0.22% | 70 |
|
|
2021
Q2 | $396K | Buy |
+2,701
| New | +$396K | 0.27% | 67 |
|
|
2020
Q3 | – | Sell |
-1,987
| Closed | -$253K | – | 54 |
|
|
2020
Q2 | $253K | Buy |
+1,987
| New | +$253K | 0.13% | 77 |
|