OWM
Opes Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
1,384
+400
| +41% | +$118K | 0.07% | 103 |
|
|
2025
Q1 | $245K | Buy |
984
+50
| +5% | +$12.4K | 0.05% | 133 |
|
|
2024
Q4 | $205K | Hold |
934
| – | – | 0.04% | 136 |
|
|
2024
Q3 | $206K | Buy |
+934
| New | +$206K | 0.04% | 134 |
|
|
2022
Q1 | – | Sell |
-2,068
| Closed | -$276K | – | 108 |
|
|
2021
Q4 | $276K | Buy |
+2,068
| New | +$276K | 0.09% | 91 |
|