Oxford Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
3,480
-90
| -3% | -$26.5K | 0.06% | 79 |
|
|
2025
Q1 | $888K | Sell |
3,570
-367
| -9% | -$91.3K | 0.06% | 87 |
|
|
2024
Q4 | $865K | Sell |
3,937
-85
| -2% | -$18.7K | 0.06% | 103 |
|
|
2024
Q3 | $889K | Sell |
4,022
-281
| -7% | -$62.1K | 0.06% | 95 |
|
|
2024
Q2 | $744K | Buy |
4,303
+2,619
| +156% | +$453K | 0.05% | 112 |
|
|
2024
Q1 | $321K | Buy |
1,684
+79
| +5% | +$15.1K | 0.02% | 173 |
|
|
2023
Q4 | $262K | Buy |
1,605
+100
| +7% | +$16.4K | 0.02% | 198 |
|
|
2023
Q3 | $211K | Sell |
1,505
-152
| -9% | -$21.3K | 0.02% | 210 |
|
|
2023
Q2 | $222K | Sell |
1,657
-109
| -6% | -$14.6K | 0.02% | 213 |
|
|
2023
Q1 | $231K | Buy |
+1,766
| New | +$231K | 0.03% | 175 |
|
|
2022
Q3 | – | Sell |
-2,433
| Closed | -$344K | – | 257 |
|
|
2022
Q2 | $344K | Buy |
+2,433
| New | +$344K | 0.05% | 138 |
|
|
2022
Q1 | – | Sell |
-2,162
| Closed | -$289K | – | 273 |
|
|
2021
Q4 | $289K | Sell |
2,162
-99
| -4% | -$13.2K | 0.03% | 167 |
|
|
2021
Q3 | $300K | Sell |
2,261
-1,441
| -39% | -$191K | 0.04% | 150 |
|
|
2021
Q2 | $519K | Buy |
3,702
+105
| +3% | +$14.7K | 0.07% | 110 |
|
|
2021
Q1 | $458K | Hold |
3,597
| – | – | 0.06% | 114 |
|
|
2020
Q4 | $433K | Sell |
3,597
-178
| -5% | -$21.4K | 0.06% | 115 |
|
|
2020
Q3 | $439K | Sell |
3,775
-47
| -1% | -$5.47K | 0.07% | 102 |
|
|
2020
Q2 | $441K | Buy |
3,822
+1,046
| +38% | +$121K | 0.07% | 102 |
|
|
2020
Q1 | $294K | Buy |
+2,776
| New | +$294K | 0.06% | 118 |
|