OBWG
Onyx Bridge Wealth Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Sell |
7,989
-313
| -4% | -$92.3K | 0.31% | 65 |
|
|
2025
Q1 | $2.06M | Sell |
8,302
-188
| -2% | -$46.8K | 0.3% | 61 |
|
|
2024
Q4 | $1.87M | Sell |
8,490
-14
| -0.2% | -$3.08K | 0.27% | 72 |
|
|
2024
Q3 | $1.88M | Sell |
8,504
-106
| -1% | -$23.4K | 0.28% | 70 |
|
|
2024
Q2 | $1.49M | Sell |
8,610
-63
| -0.7% | -$10.9K | 0.24% | 74 |
|
|
2024
Q1 | $1.45M | Buy |
8,673
+1,147
| +15% | +$192K | 0.26% | 74 |
|
|
2023
Q4 | $1.23M | Sell |
7,526
-20
| -0.3% | -$3.27K | 0.25% | 63 |
|
|
2023
Q3 | $1.06M | Sell |
7,546
-274
| -4% | -$38.4K | 0.25% | 65 |
|
|
2023
Q2 | $1.05M | Buy |
7,820
+257
| +3% | +$34.4K | 0.25% | 74 |
|
|
2023
Q1 | $991K | Buy |
7,563
+723
| +11% | +$94.8K | 0.4% | 50 |
|
|
2022
Q4 | $983K | Sell |
6,840
-77
| -1% | -$11.1K | 0.4% | 38 |
|
|
2022
Q3 | $813K | Buy |
6,917
+39
| +0.6% | +$4.58K | 0.37% | 44 |
|
|
2022
Q2 | $882K | Sell |
6,878
-56
| -0.8% | -$7.18K | 0.39% | 37 |
|
|
2022
Q1 | $936K | Buy |
6,934
+338
| +5% | +$45.6K | 0.36% | 34 |
|
|
2021
Q4 | $897K | Buy |
6,596
+227
| +4% | +$30.9K | 0.3% | 40 |
|
|
2021
Q3 | $906K | Buy |
6,369
+3,574
| +128% | +$508K | 0.34% | 34 |
|
|
2021
Q2 | $388K | Buy |
2,795
+549
| +24% | +$76.2K | 0.17% | 66 |
|
|
2021
Q1 | $299K | Buy |
2,246
+200
| +10% | +$26.6K | 0.15% | 68 |
|
|
2020
Q4 | $258K | Buy |
+2,046
| New | +$258K | 0.17% | 55 |
|