Orion Portfolio Solutions’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $10.4M | Sell |
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|
2024
Q4 | $12M | Buy |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $8.21M | Sell |
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|
2024
Q1 | $9.27M | Sell |
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|
2023
Q4 | $10.6M | Sell |
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|
2023
Q3 | $9.73M | Sell |
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|
2023
Q2 | $10.3M | Buy |
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|
2023
Q1 | $9.51M | Buy |
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|
2022
Q4 | $2.28M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $944K | Buy |
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|
2022
Q1 | $867K | Sell |
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|
2021
Q4 | $984K | Sell |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $672K | Buy |
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|
2020
Q4 | $508K | Sell |
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|
2020
Q3 | $554K | Buy |
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|
2020
Q2 | $529K | Sell |
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|
2020
Q1 | $538K | Buy |
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|
2019
Q4 | $441K | Buy |
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