OA
Operose Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Hold |
4,874
| – | – | 0.41% | 35 |
|
|
2025
Q1 | $1.21M | Buy |
4,874
+70
| +1% | +$17.4K | 0.4% | 38 |
|
|
2024
Q4 | $1.06M | Sell |
4,804
-551
| -10% | -$121K | 0.36% | 38 |
|
|
2024
Q3 | $1.18M | Sell |
5,355
-54
| -1% | -$11.9K | 0.38% | 34 |
|
|
2024
Q2 | $935K | Hold |
5,409
| – | – | 0.33% | 39 |
|
|
2024
Q1 | $1.03M | Buy |
5,409
+100
| +2% | +$19.1K | 0.35% | 33 |
|
|
2023
Q4 | $868K | Sell |
5,309
-1,400
| -21% | -$229K | 0.35% | 31 |
|
|
2023
Q3 | $941K | Buy |
6,709
+1,905
| +40% | +$267K | 0.37% | 28 |
|
|
2023
Q2 | $643K | Hold |
4,804
| – | – | 0.29% | 29 |
|
|
2023
Q1 | $630K | Hold |
4,804
| – | – | 0.31% | 27 |
|
|
2022
Q4 | $677K | Sell |
4,804
-150
| -3% | -$21.1K | 0.36% | 27 |
|
|
2022
Q3 | $589K | Buy |
4,954
+687
| +16% | +$81.7K | 0.39% | 24 |
|
|
2022
Q2 | $602K | Hold |
4,267
| – | – | 0.42% | 22 |
|
|
2022
Q1 | $555K | Hold |
4,267
| – | – | 0.38% | 25 |
|
|
2021
Q4 | $570K | Buy |
+4,267
| New | +$570K | 0.46% | 24 |
|