Orion Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
3,454
+51
| +1% | +$15K | 0.39% | 47 |
|
|
2025
Q1 | $846K | Buy |
3,403
+924
| +37% | +$230K | 0.36% | 51 |
|
|
2024
Q4 | $545K | Sell |
2,479
-150
| -6% | -$33K | 0.24% | 70 |
|
|
2024
Q3 | $581K | Buy |
2,629
+50
| +2% | +$11.1K | 0.28% | 68 |
|
|
2024
Q2 | $446K | Sell |
2,579
-300
| -10% | -$51.9K | 0.23% | 74 |
|
|
2024
Q1 | $550K | Hold |
2,879
| – | – | 0.29% | 64 |
|
|
2023
Q4 | $471K | Sell |
2,879
-300
| -9% | -$49.1K | 0.28% | 65 |
|
|
2023
Q3 | $446K | Sell |
3,179
-900
| -22% | -$126K | 0.29% | 69 |
|
|
2023
Q2 | $546K | Buy |
4,079
+100
| +3% | +$13.4K | 0.36% | 59 |
|
|
2023
Q1 | $522K | Buy |
3,979
+2,640
| +197% | +$346K | 0.35% | 57 |
|
|
2022
Q4 | $189K | Hold |
1,339
| – | – | 0.14% | 113 |
|
|
2022
Q3 | $159K | Buy |
1,339
+739
| +123% | +$87.8K | 0.13% | 117 |
|
|
2022
Q2 | $85K | Buy |
+600
| New | +$85K | 0.07% | 159 |
|