Optimum Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $569K | Hold |
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|
2025
Q2 | $595K | Hold |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $531K | Sell |
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|
2024
Q3 | $603K | Hold |
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|
2024
Q2 | $471K | Hold |
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|
2024
Q1 | $521K | Buy |
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|
2023
Q4 | $413K | Sell |
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|
2023
Q3 | $418K | Buy |
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|
2023
Q2 | $398K | Buy |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $366K | Hold |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $364K | Buy |
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|
2022
Q1 | $328K | Sell |
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|
2021
Q4 | $452K | Sell |
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|
2021
Q3 | $470K | Sell |
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|
2021
Q2 | $557K | Buy |
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|
2021
Q1 | $467K | Sell |
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|
2020
Q4 | $483K | Sell |
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|
2020
Q3 | $473K | Sell |
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|
2020
Q2 | $519K | Buy |
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|
2020
Q1 | $465K | Sell |
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|
2019
Q4 | $573K | Sell |
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|
2019
Q3 | $795K | Buy |
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|
2019
Q2 | $724K | Sell |
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|
2019
Q1 | $754K | Sell |
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|
2018
Q4 | $617K | Sell |
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|
2018
Q3 | $840K | Sell |
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|
2018
Q2 | $803K | Sell |
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|
2018
Q1 | $927K | Buy |
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|
2017
Q4 | $910K | Sell |
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|
2017
Q3 | $963K | Sell |
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|
2017
Q2 | $1.08M | Sell |
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|
2017
Q1 | $1.25M | Buy |
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|
2016
Q4 | $1.19M | Sell |
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|
2016
Q3 | $1.15M | Buy |
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|
2016
Q2 | $1.06M | Buy |
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|
2016
Q1 | $773K | Buy |
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|
2015
Q4 | $702K | Sell |
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|
2015
Q3 | $752K | Buy |
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|
2015
Q1 | $846K | Sell |
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|
2014
Q4 | $986K | Sell |
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|
2014
Q3 | $1.23M | Sell |
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|
2014
Q2 | $1.2M | Buy |
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|
2014
Q1 | $1.2M | Buy |
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|
2013
Q4 | $1.12M | Sell |
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|
2013
Q3 | $1.18M | Buy |
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