OWA
Opal Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
3,606
+584
| +19% | +$172K | 0.29% | 39 |
|
|
2025
Q1 | $751K | Buy |
3,022
+58
| +2% | +$14.4K | 0.23% | 50 |
|
|
2024
Q4 | $651K | Buy |
2,964
+319
| +12% | +$70.1K | 0.2% | 73 |
|
|
2024
Q3 | $585K | Sell |
2,645
-25
| -0.9% | -$5.53K | 0.18% | 74 |
|
|
2024
Q2 | $462K | Sell |
2,670
-252
| -9% | -$43.6K | 0.15% | 81 |
|
|
2024
Q1 | $558K | Sell |
2,922
-390
| -12% | -$74.5K | 0.19% | 73 |
|
|
2023
Q4 | $542K | Sell |
3,312
-2,578
| -44% | -$422K | 0.21% | 75 |
|
|
2023
Q3 | $826K | Sell |
5,890
-800
| -12% | -$112K | 0.48% | 33 |
|
|
2023
Q2 | $895K | Buy |
+6,690
| New | +$895K | 0.45% | 29 |
|