OIM
Orca Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-14,481
| Closed | -$2.01M | – | 62 |
|
|
2021
Q3 | $2.01M | Buy |
14,481
+38
| +0.3% | +$5.28K | 1.76% | 23 |
|
|
2021
Q2 | $2.12M | Sell |
14,443
-124
| -0.9% | -$18.2K | 1.91% | 22 |
|
|
2021
Q1 | $1.94M | Sell |
14,567
-108
| -0.7% | -$14.4K | 2.01% | 20 |
|
|
2020
Q4 | $1.85M | Buy |
+14,675
| New | +$1.85M | 1.93% | 19 |
|
|
2019
Q3 | $2.19M | Sell |
15,063
-250
| -2% | -$36.3K | 2.58% | 11 |
|
|
2019
Q2 | $2.11M | Sell |
15,313
-306
| -2% | -$42.2K | 2.35% | 16 |
|
|
2019
Q1 | $2.2M | Sell |
15,619
-146
| -0.9% | -$20.6K | 2.51% | 13 |
|
|
2018
Q4 | $1.79M | Sell |
15,765
-1,882
| -11% | -$214K | 2.29% | 16 |
|
|
2018
Q3 | $2.67M | Buy |
17,647
+713
| +4% | +$108K | 2.68% | 11 |
|
|
2018
Q2 | $2.37M | Sell |
16,934
-18
| -0.1% | -$2.52K | 2.52% | 13 |
|
|
2018
Q1 | $2.6M | Sell |
16,952
-82
| -0.5% | -$12.6K | 2.97% | 8 |
|
|
2017
Q4 | $2.61M | Sell |
17,034
-126
| -0.7% | -$19.3K | 2.28% | 14 |
|
|
2017
Q3 | $2.49M | Buy |
+17,160
| New | +$2.49M | 2.21% | 15 |
|