OIA
Optimum Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Hold |
2,018
| – | – | 0.26% | 77 |
|
|
2025
Q1 | $502K | Sell |
2,018
-396
| -16% | -$98.5K | 0.24% | 87 |
|
|
2024
Q4 | $531K | Sell |
2,414
-312
| -11% | -$68.6K | 0.23% | 87 |
|
|
2024
Q3 | $603K | Hold |
2,726
| – | – | 0.26% | 87 |
|
|
2024
Q2 | $471K | Hold |
2,726
| – | – | 0.21% | 102 |
|
|
2024
Q1 | $521K | Buy |
2,726
+200
| +8% | +$38.2K | 0.24% | 93 |
|
|
2023
Q4 | $413K | Sell |
2,526
-451
| -15% | -$73.8K | 0.21% | 108 |
|
|
2023
Q3 | $418K | Buy |
2,977
+1
| +0% | +$140 | 0.21% | 112 |
|
|
2023
Q2 | $398K | Buy |
2,976
+219
| +8% | +$29.3K | 0.2% | 119 |
|
|
2023
Q1 | $361K | Buy |
2,757
+162
| +6% | +$21.2K | 0.19% | 125 |
|
|
2022
Q4 | $366K | Hold |
2,595
| – | – | 0.2% | 119 |
|
|
2022
Q3 | $308K | Buy |
2,595
+16
| +0.6% | +$1.9K | 0.17% | 135 |
|
|
2022
Q2 | $364K | Buy |
2,579
+57
| +2% | +$8.05K | 0.18% | 121 |
|
|
2022
Q1 | $328K | Sell |
2,522
-857
| -25% | -$111K | 0.14% | 148 |
|
|
2021
Q4 | $452K | Sell |
3,379
-3
| -0.1% | -$401 | 0.18% | 124 |
|
|
2021
Q3 | $470K | Sell |
3,382
-417
| -11% | -$58K | 0.2% | 115 |
|
|
2021
Q2 | $557K | Buy |
3,799
+291
| +8% | +$42.7K | 0.17% | 130 |
|
|
2021
Q1 | $467K | Sell |
3,508
-327
| -9% | -$43.5K | 0.14% | 154 |
|
|
2020
Q4 | $483K | Sell |
3,835
-56
| -1% | -$7.05K | 0.15% | 135 |
|
|
2020
Q3 | $473K | Sell |
3,891
-408
| -9% | -$49.6K | 0.16% | 132 |
|
|
2020
Q2 | $519K | Buy |
4,299
+111
| +3% | +$13.4K | 0.18% | 129 |
|
|
2020
Q1 | $465K | Sell |
4,188
-84
| -2% | -$9.33K | 0.19% | 129 |
|
|
2019
Q4 | $573K | Sell |
4,272
-1,192
| -22% | -$160K | 0.17% | 146 |
|
|
2019
Q3 | $795K | Buy |
5,464
+211
| +4% | +$30.7K | 0.25% | 106 |
|
|
2019
Q2 | $724K | Sell |
5,253
-88
| -2% | -$12.1K | 0.23% | 106 |
|
|
2019
Q1 | $754K | Sell |
5,341
-89
| -2% | -$12.6K | 0.25% | 103 |
|
|
2018
Q4 | $617K | Sell |
5,430
-128
| -2% | -$14.5K | 0.21% | 123 |
|
|
2018
Q3 | $840K | Sell |
5,558
-193
| -3% | -$29.2K | 0.23% | 111 |
|
|
2018
Q2 | $803K | Sell |
5,751
-290
| -5% | -$40.5K | 0.23% | 113 |
|
|
2018
Q1 | $927K | Buy |
6,041
+109
| +2% | +$16.7K | 0.27% | 95 |
|
|
2017
Q4 | $910K | Sell |
5,932
-707
| -11% | -$108K | 0.29% | 101 |
|
|
2017
Q3 | $963K | Sell |
6,639
-362
| -5% | -$52.5K | 0.32% | 95 |
|
|
2017
Q2 | $1.08M | Sell |
7,001
-195
| -3% | -$30K | 0.37% | 79 |
|
|
2017
Q1 | $1.25M | Buy |
7,196
+6
| +0.1% | +$1.05K | 0.44% | 65 |
|
|
2016
Q4 | $1.19M | Sell |
7,190
-53
| -0.7% | -$8.79K | 0.45% | 64 |
|
|
2016
Q3 | $1.15M | Buy |
7,243
+230
| +3% | +$36.6K | 0.43% | 62 |
|
|
2016
Q2 | $1.06M | Buy |
7,013
+1,908
| +37% | +$289K | 0.41% | 67 |
|
|
2016
Q1 | $773K | Buy |
5,105
+7
| +0.1% | +$1.06K | 0.3% | 101 |
|
|
2015
Q4 | $702K | Sell |
5,098
-90
| -2% | -$12.4K | 0.27% | 114 |
|
|
2015
Q3 | $752K | Buy |
+5,188
| New | +$752K | 0.3% | 101 |
|
|
2015
Q1 | $846K | Sell |
5,275
-869
| -14% | -$139K | 0.27% | 102 |
|
|
2014
Q4 | $986K | Sell |
6,144
-395
| -6% | -$63.4K | 0.32% | 86 |
|
|
2014
Q3 | $1.23M | Sell |
6,539
-96
| -1% | -$18.1K | 0.41% | 58 |
|
|
2014
Q2 | $1.2M | Buy |
6,635
+405
| +7% | +$73.4K | 0.39% | 65 |
|
|
2014
Q1 | $1.2M | Buy |
6,230
+276
| +5% | +$53.1K | 0.45% | 56 |
|
|
2013
Q4 | $1.12M | Sell |
5,954
-436
| -7% | -$81.8K | 0.42% | 66 |
|
|
2013
Q3 | $1.18M | Buy |
+6,390
| New | +$1.18M | 0.49% | 60 |
|