Optas LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Buy |
2,750
+54
| +2% | +$15.9K | 0.15% | 85 |
|
|
2025
Q1 | $670K | Buy |
2,696
+100
| +4% | +$24.9K | 0.12% | 96 |
|
|
2024
Q4 | $571K | Buy |
2,596
+50
| +2% | +$11K | 0.12% | 99 |
|
|
2024
Q3 | $563K | Buy |
2,546
+291
| +13% | +$64.3K | 0.13% | 97 |
|
|
2024
Q2 | $390K | Sell |
2,255
-14
| -0.6% | -$2.42K | 0.1% | 112 |
|
|
2024
Q1 | $433K | Buy |
2,269
+92
| +4% | +$17.6K | 0.12% | 105 |
|
|
2023
Q4 | $356K | Buy |
2,177
+165
| +8% | +$27K | 0.11% | 115 |
|
|
2023
Q3 | $282K | Buy |
+2,012
| New | +$282K | 0.09% | 125 |
|
|
2020
Q4 | – | Sell |
-1,895
| Closed | -$221K | – | 155 |
|
|
2020
Q3 | $221K | Buy |
+1,895
| New | +$221K | 0.07% | 144 |
|