Orion Portfolio Solutions’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $10.4M | Sell |
41,857
-12,806
| -23% | -$3.18M | 0.1% | 189 |
|
|
2024
Q4 | $12M | Buy |
54,663
+4,985
| +10% | +$1.1M | 0.12% | 156 |
|
|
2024
Q3 | $11M | Buy |
49,678
+2,187
| +5% | +$484K | 0.11% | 182 |
|
|
2024
Q2 | $8.21M | Sell |
47,491
-1,068
| -2% | -$185K | 0.09% | 227 |
|
|
2024
Q1 | $9.27M | Sell |
48,559
-16,955
| -26% | -$3.24M | 0.1% | 207 |
|
|
2023
Q4 | $10.6M | Sell |
65,514
-3,832
| -6% | -$617K | 0.12% | 172 |
|
|
2023
Q3 | $9.73M | Sell |
69,346
-7,325
| -10% | -$1.03M | 0.12% | 169 |
|
|
2023
Q2 | $10.3M | Buy |
76,671
+4,137
| +6% | +$554K | 0.11% | 179 |
|
|
2023
Q1 | $9.51M | Buy |
72,534
+56,329
| +348% | +$7.38M | 0.12% | 165 |
|
|
2022
Q4 | $2.28M | Buy |
16,205
+3,220
| +25% | +$454K | 0.08% | 175 |
|
|
2022
Q3 | $1.54M | Buy |
12,985
+6,299
| +94% | +$749K | 0.06% | 192 |
|
|
2022
Q2 | $944K | Buy |
6,686
+16
| +0.2% | +$2.26K | 0.04% | 262 |
|
|
2022
Q1 | $867K | Sell |
6,670
-689
| -9% | -$89.6K | 0.03% | 289 |
|
|
2021
Q4 | $984K | Sell |
7,359
-605
| -8% | -$80.9K | 0.03% | 276 |
|
|
2021
Q3 | $1.06M | Buy |
7,964
+325
| +4% | +$43.2K | 0.04% | 246 |
|
|
2021
Q2 | $1.07M | Buy |
7,639
+2,368
| +45% | +$332K | 0.04% | 227 |
|
|
2021
Q1 | $672K | Buy |
5,271
+1,051
| +25% | +$134K | 0.03% | 263 |
|
|
2020
Q4 | $508K | Sell |
4,220
-541
| -11% | -$65.1K | 0.02% | 296 |
|
|
2020
Q3 | $554K | Buy |
4,761
+175
| +4% | +$20.4K | 0.03% | 250 |
|
|
2020
Q2 | $529K | Sell |
4,586
-488
| -10% | -$56.3K | 0.03% | 232 |
|
|
2020
Q1 | $538K | Buy |
5,074
+1,636
| +48% | +$173K | 0.04% | 196 |
|
|
2019
Q4 | $441K | Buy |
+3,438
| New | +$441K | 0.03% | 222 |
|