O'Rourke & Company’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Sell |
10,654
-247
| -2% | -$72.8K | 1.47% | 16 |
|
|
2025
Q1 | $2.71M | Sell |
10,901
-291
| -3% | -$72.4K | 1.34% | 17 |
|
|
2024
Q4 | $2.46M | Sell |
11,192
-882
| -7% | -$194K | 1.21% | 21 |
|
|
2024
Q3 | $2.67M | Buy |
12,074
+45
| +0.4% | +$9.95K | 1.34% | 21 |
|
|
2024
Q2 | $2.08M | Buy |
12,029
+21
| +0.2% | +$3.63K | 1.17% | 22 |
|
|
2024
Q1 | $2.29M | Buy |
12,008
+21
| +0.2% | +$4.01K | 1.33% | 20 |
|
|
2023
Q4 | $1.96M | Buy |
11,987
+132
| +1% | +$21.6K | 1.26% | 21 |
|
|
2023
Q3 | $1.66M | Buy |
11,855
+107
| +0.9% | +$15K | 1.21% | 21 |
|
|
2023
Q2 | $1.57M | Buy |
11,748
+524
| +5% | +$70.1K | 1.1% | 23 |
|
|
2023
Q1 | $1.47M | Buy |
11,224
+446
| +4% | +$58.5K | 1.12% | 21 |
|
|
2022
Q4 | $1.52M | Buy |
10,778
+831
| +8% | +$117K | 1.21% | 20 |
|
|
2022
Q3 | $1.18M | Buy |
9,947
+572
| +6% | +$68K | 1.03% | 26 |
|
|
2022
Q2 | $1.32M | Buy |
9,375
+203
| +2% | +$28.7K | 1.12% | 23 |
|
|
2022
Q1 | $1.19M | Sell |
9,172
-200
| -2% | -$26K | 0.82% | 31 |
|
|
2021
Q4 | $1.25M | Buy |
+9,372
| New | +$1.25M | 0.84% | 28 |
|