ORG
Optimist Retirement Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Sell |
9,923
-202
| -2% | -$59.5K | 1.4% | 11 |
|
|
2025
Q1 | $2.52M | Sell |
10,125
-1,758
| -15% | -$437K | 1.26% | 16 |
|
|
2024
Q4 | $2.61M | Sell |
11,883
-242
| -2% | -$53.2K | 1.24% | 14 |
|
|
2024
Q3 | $2.68M | Buy |
12,125
+72
| +0.6% | +$15.9K | 1.21% | 17 |
|
|
2024
Q2 | $2.08M | Sell |
12,053
-521
| -4% | -$90.1K | 1.1% | 25 |
|
|
2024
Q1 | $2.4M | Sell |
12,574
-1,060
| -8% | -$202K | 1.23% | 15 |
|
|
2023
Q4 | $2.23M | Buy |
+13,634
| New | +$2.23M | 1.45% | 15 |
|