OC
Oppenheimer & Co’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9M | Sell |
77,682
-2,853
| -4% | -$841K | 0.3% | 57 |
|
|
2025
Q1 | $20M | Buy |
80,535
+3,934
| +5% | +$978K | 0.3% | 61 |
|
|
2024
Q4 | $16.8M | Buy |
76,601
+5,575
| +8% | +$1.23M | 0.25% | 70 |
|
|
2024
Q3 | $15.7M | Sell |
71,026
-1,686
| -2% | -$373K | 0.24% | 79 |
|
|
2024
Q2 | $12.6M | Buy |
72,712
+140
| +0.2% | +$24.2K | 0.2% | 103 |
|
|
2024
Q1 | $13.9M | Buy |
72,572
+15,008
| +26% | +$2.87M | 0.23% | 90 |
|
|
2023
Q4 | $9.41M | Sell |
57,564
-8,094
| -12% | -$1.32M | 0.17% | 130 |
|
|
2023
Q3 | $9.21M | Buy |
65,658
+328
| +0.5% | +$46K | 0.19% | 117 |
|
|
2023
Q2 | $8.74M | Sell |
65,330
-43,621
| -40% | -$5.84M | 0.17% | 126 |
|
|
2023
Q1 | $14.3M | Buy |
108,951
+11,196
| +11% | +$1.47M | 0.3% | 67 |
|
|
2022
Q4 | $13.8M | Sell |
97,755
-9,026
| -8% | -$1.27M | 0.31% | 66 |
|
|
2022
Q3 | $12.7M | Sell |
106,781
-22,645
| -17% | -$2.69M | 0.3% | 65 |
|
|
2022
Q2 | $18.3M | Buy |
129,426
+19,052
| +17% | +$2.69M | 0.39% | 47 |
|
|
2022
Q1 | $14.4M | Sell |
110,374
-24,313
| -18% | -$3.16M | 0.26% | 76 |
|
|
2021
Q4 | $18M | Buy |
134,687
+16,574
| +14% | +$2.22M | 0.31% | 59 |
|
|
2021
Q3 | $16.4M | Sell |
118,113
-2,826
| -2% | -$393K | 0.31% | 62 |
|
|
2021
Q2 | $17.7M | Buy |
120,939
+306
| +0.3% | +$44.9K | 0.32% | 60 |
|
|
2021
Q1 | $16.1M | Sell |
120,633
-34,146
| -22% | -$4.55M | 0.32% | 60 |
|
|
2020
Q4 | $19.5M | Buy |
154,779
+36,785
| +31% | +$4.63M | 0.41% | 47 |
|
|
2020
Q3 | $14.4M | Buy |
117,994
+2,726
| +2% | +$332K | 0.36% | 55 |
|
|
2020
Q2 | $13.9M | Sell |
115,268
-16,216
| -12% | -$1.96M | 0.36% | 54 |
|
|
2020
Q1 | $14.6M | Buy |
131,484
+29,215
| +29% | +$3.24M | 0.44% | 46 |
|
|
2019
Q4 | $13.7M | Buy |
102,269
+8,436
| +9% | +$1.13M | 0.34% | 63 |
|
|
2019
Q3 | $13.6M | Buy |
93,833
+2,108
| +2% | +$307K | 0.37% | 57 |
|
|
2019
Q2 | $12.6M | Sell |
91,725
-22,995
| -20% | -$3.17M | 0.34% | 58 |
|
|
2019
Q1 | $16.2M | Sell |
114,720
-9,253
| -7% | -$1.31M | 0.43% | 47 |
|
|
2018
Q4 | $14.1M | Sell |
123,973
-39,040
| -24% | -$4.44M | 0.44% | 50 |
|
|
2018
Q3 | $24.6M | Sell |
163,013
-320
| -0.2% | -$48.4K | 0.63% | 31 |
|
|
2018
Q2 | $22.8M | Sell |
163,333
-91
| -0.1% | -$12.7K | 0.62% | 29 |
|
|
2018
Q1 | $25.1M | Buy |
163,424
+15,815
| +11% | +$2.43M | 0.64% | 22 |
|
|
2017
Q4 | $22.6M | Sell |
147,609
-17,230
| -10% | -$2.64M | 0.58% | 27 |
|
|
2017
Q3 | $23.9M | Buy |
164,839
+6,517
| +4% | +$945K | 0.64% | 24 |
|
|
2017
Q2 | $24.4M | Buy |
158,322
+2,458
| +2% | +$378K | 0.67% | 19 |
|
|
2017
Q1 | $27.1M | Buy |
155,864
+14,756
| +10% | +$2.57M | 0.77% | 15 |
|
|
2016
Q4 | $23.4M | Buy |
141,108
+2,676
| +2% | +$444K | 0.68% | 19 |
|
|
2016
Q3 | $22M | Sell |
138,432
-16,678
| -11% | -$2.65M | 0.64% | 21 |
|
|
2016
Q2 | $23.5M | Buy |
155,110
+12,928
| +9% | +$1.96M | 0.7% | 18 |
|
|
2016
Q1 | $21.5M | Sell |
142,182
-2,843
| -2% | -$431K | 0.65% | 19 |
|
|
2015
Q4 | $20M | Buy |
145,025
+3,383
| +2% | +$466K | 0.59% | 27 |
|
|
2015
Q3 | $20.5M | Sell |
141,642
-13,398
| -9% | -$1.94M | 0.62% | 21 |
|
|
2015
Q2 | $25.2M | Buy |
155,040
+8,740
| +6% | +$1.42M | 0.7% | 11 |
|
|
2015
Q1 | $23.5M | Buy |
146,300
+7,919
| +6% | +$1.27M | 0.64% | 20 |
|
|
2014
Q4 | $22.2M | Sell |
138,381
-33,424
| -19% | -$5.36M | 0.64% | 22 |
|
|
2014
Q3 | $32.6M | Sell |
171,805
-2,277
| -1% | -$432K | 0.97% | 6 |
|
|
2014
Q2 | $31.6M | Buy |
174,082
+6,683
| +4% | +$1.21M | 0.95% | 5 |
|
|
2014
Q1 | $32.2M | Buy |
167,399
+31,697
| +23% | +$6.1M | 0.97% | 7 |
|
|
2013
Q4 | $25.5M | Buy |
135,702
+5,692
| +4% | +$1.07M | 0.81% | 8 |
|
|
2013
Q3 | $24.1M | Buy |
130,010
+9,958
| +8% | +$1.84M | 0.85% | 7 |
|
|
2013
Q2 | $22.9M | Buy |
+120,052
| New | +$22.9M | 0.89% | 7 |
|