OWP
ORG Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Sell |
10,758
-265
| -2% | -$77.4K | 0.75% | 18 |
|
|
2025
Q1 | $2.77M | Buy |
11,023
+7,891
| +252% | +$1.98M | 0.85% | 18 |
|
|
2024
Q4 | $689K | Sell |
3,132
-245
| -7% | -$53.9K | 0.21% | 42 |
|
|
2024
Q3 | $747K | Buy |
+3,377
| New | +$747K | 0.25% | 37 |
|