Osterweis Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.98M | Sell |
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|
2024
Q3 | $2M | Sell |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $1.93M | Hold |
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|
2023
Q4 | $1.66M | Hold |
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|
2023
Q3 | $1.42M | Sell |
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|
2023
Q2 | $1.8M | Sell |
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|
2023
Q1 | $2.23M | Sell |
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|
2022
Q4 | $2.52M | Sell |
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|
2022
Q3 | $29.3M | Buy |
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|
2022
Q2 | $34.6M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $284K | Hold |
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|
2019
Q1 | $292K | Hold |
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|
2018
Q4 | $235K | Buy |
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|
2018
Q3 | $301K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $421K | Buy |
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