Silver Oak Securities’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
5,092
+14
| +0.3% | +$4.13K | 0.12% | 173 |
|
|
2025
Q1 | $1.24M | Sell |
5,078
-723
| -12% | -$176K | 0.11% | 194 |
|
|
2024
Q4 | $1.28M | Buy |
5,801
+891
| +18% | +$196K | 0.12% | 177 |
|
|
2024
Q3 | $1.08M | Buy |
4,910
+390
| +9% | +$86.1K | 0.11% | 189 |
|
|
2024
Q2 | $782K | Sell |
4,520
-417
| -8% | -$72.1K | 0.12% | 164 |
|
|
2024
Q1 | $943K | Buy |
4,937
+4
| +0.1% | +$764 | 0.14% | 153 |
|
|
2023
Q4 | $807K | Buy |
4,933
+735
| +18% | +$120K | 0.11% | 203 |
|
|
2023
Q3 | $589K | Buy |
4,198
+716
| +21% | +$100K | 0.13% | 146 |
|
|
2023
Q2 | $466K | Sell |
3,482
-1,006
| -22% | -$135K | 0.07% | 237 |
|
|
2023
Q1 | $588K | Sell |
4,488
-107
| -2% | -$14K | 0.1% | 168 |
|
|
2022
Q4 | $647K | Buy |
4,595
+397
| +9% | +$55.9K | 0.12% | 128 |
|
|
2022
Q3 | $589K | Sell |
4,198
-318
| -7% | -$44.6K | 0.13% | 146 |
|
|
2022
Q2 | $580K | Buy |
4,516
+1,154
| +34% | +$148K | 0.13% | 120 |
|
|
2022
Q1 | $429K | Buy |
+3,362
| New | +$429K | 0.09% | 177 |
|