SW
SkyOak Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.18M | Sell |
14,166
-1,000
| -7% | -$295K | 0.84% | 32 |
|
|
2025
Q1 | $3.77M | Buy |
15,166
+190
| +1% | +$47.2K | 0.83% | 34 |
|
|
2024
Q4 | $3.29M | Buy |
14,976
+1,239
| +9% | +$272K | 0.7% | 38 |
|
|
2024
Q3 | $3.04M | Sell |
13,737
-742
| -5% | -$164K | 0.67% | 41 |
|
|
2024
Q2 | $2.5M | Buy |
14,479
+552
| +4% | +$95.5K | 0.58% | 45 |
|
|
2024
Q1 | $2.66M | Buy |
13,927
+129
| +0.9% | +$24.6K | 0.64% | 40 |
|
|
2023
Q4 | $2.26M | Sell |
13,798
-500
| -3% | -$81.8K | 0.59% | 46 |
|
|
2023
Q3 | $2.01M | Buy |
14,298
+100
| +0.7% | +$14K | 0.59% | 46 |
|
|
2023
Q2 | $1.9M | Buy |
14,198
+2,795
| +25% | +$374K | 0.54% | 48 |
|
|
2023
Q1 | $1.49M | Buy |
11,403
+1,525
| +15% | +$200K | 0.46% | 54 |
|
|
2022
Q4 | $1.39M | Buy |
9,878
+175
| +2% | +$24.7K | 0.47% | 54 |
|
|
2022
Q3 | $1.15M | Buy |
9,703
+1,357
| +16% | +$161K | 0.41% | 62 |
|
|
2022
Q2 | $1.18M | Sell |
8,346
-601
| -7% | -$84.8K | 0.4% | 66 |
|
|
2022
Q1 | $1.16M | Buy |
8,947
+425
| +5% | +$55.2K | 0.32% | 78 |
|
|
2021
Q4 | $1.14M | Buy |
8,522
+1,565
| +22% | +$209K | 0.29% | 80 |
|
|
2021
Q3 | $967K | Hold |
6,957
| – | – | 0.26% | 83 |
|
|
2021
Q2 | $1.02M | Buy |
6,957
+165
| +2% | +$24.2K | 0.27% | 82 |
|
|
2021
Q1 | $971K | Buy |
6,792
+200
| +3% | +$28.6K | 0.27% | 82 |
|
|
2020
Q4 | $830K | Buy |
6,592
+1,975
| +43% | +$249K | 0.26% | 94 |
|
|
2020
Q3 | $562K | Sell |
4,617
-300
| -6% | -$36.5K | 0.2% | 114 |
|
|
2020
Q2 | $594K | Buy |
4,917
+1,381
| +39% | +$167K | 0.22% | 108 |
|
|
2020
Q1 | $392K | Sell |
3,536
-69
| -2% | -$7.65K | 0.2% | 123 |
|
|
2019
Q4 | $483K | Buy |
+3,605
| New | +$483K | 0.15% | 159 |
|