West Oak Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43K | Hold |
485
| – | – | 0.06% | 132 |
|
|
2025
Q1 | $1.21K | Hold |
485
| – | – | 0.05% | 136 |
|
|
2024
Q4 | $1.07M | Hold |
485
| – | – | 0.04% | 140 |
|
|
2024
Q3 | $1.07K | Hold |
485
| – | – | 0.02% | 144 |
|
|
2024
Q2 | $83.9K | Hold |
485
| – | – | 0.03% | 160 |
|
|
2024
Q1 | $93K | Hold |
485
| – | – | 0.04% | 156 |
|
|
2023
Q4 | $80K | Hold |
485
| – | – | 0.04% | 160 |
|
|
2023
Q3 | $68K | Hold |
485
| – | – | 0.03% | 163 |
|
|
2023
Q2 | $64.9K | Hold |
485
| – | – | 0.03% | 166 |
|
|
2023
Q1 | $63.6K | Sell |
485
-25
| -5% | -$3.28K | 0.03% | 162 |
|
|
2022
Q4 | $72K | Sell |
510
-20
| -4% | -$2.82K | 0.04% | 147 |
|
|
2022
Q3 | $63K | Hold |
530
| – | – | 0.03% | 158 |
|
|
2022
Q2 | $75K | Hold |
530
| – | – | 0.04% | 151 |
|
|
2022
Q1 | $69K | Sell |
530
-75
| -12% | -$9.76K | 0.03% | 167 |
|
|
2021
Q4 | $81K | Sell |
605
-127
| -17% | -$17K | 0.03% | 166 |
|
|
2021
Q3 | $97K | Buy |
732
+36
| +5% | +$4.77K | 0.04% | 157 |
|
|
2021
Q2 | $97K | Hold |
696
| – | – | 0.04% | 155 |
|
|
2021
Q1 | $89K | Buy |
696
+16
| +2% | +$2.05K | 0.04% | 158 |
|
|
2020
Q4 | $82K | Buy |
680
+94
| +16% | +$11.3K | 0.04% | 158 |
|
|
2020
Q3 | $68K | Sell |
586
-6,809
| -92% | -$790K | 0.04% | 155 |
|
|
2020
Q2 | $854K | Sell |
7,395
-600
| -8% | -$69.3K | 0.49% | 63 |
|
|
2020
Q1 | $848K | Sell |
7,995
-1,140
| -12% | -$121K | 0.58% | 57 |
|
|
2019
Q4 | $1.17M | Sell |
9,135
-1,694
| -16% | -$217K | 0.66% | 55 |
|
|
2019
Q3 | $1.51M | Sell |
10,829
-1,308
| -11% | -$182K | 0.89% | 51 |
|
|
2019
Q2 | $1.6M | Buy |
12,137
+325
| +3% | +$42.8K | 0.96% | 46 |
|
|
2019
Q1 | $1.59M | Buy |
11,812
+3,256
| +38% | +$439K | 1% | 42 |
|
|
2018
Q4 | $930K | Sell |
8,556
-2,111
| -20% | -$229K | 0.66% | 56 |
|
|
2018
Q3 | $1.54M | Sell |
10,667
-84
| -0.8% | -$12.1K | 0.89% | 48 |
|
|
2018
Q2 | $1.44M | Sell |
10,751
-831
| -7% | -$111K | 0.87% | 45 |
|
|
2018
Q1 | $1.7M | Sell |
11,582
-68
| -0.6% | -$9.98K | 1.01% | 29 |
|
|
2017
Q4 | $1.71M | Sell |
11,650
-452
| -4% | -$66.3K | 1.05% | 30 |
|
|
2017
Q3 | $1.68M | Sell |
12,102
-773
| -6% | -$107K | 1% | 31 |
|
|
2017
Q2 | $1.89M | Sell |
12,875
-5
| -0% | -$735 | 1.15% | 22 |
|
|
2017
Q1 | $2.14M | Buy |
12,880
+985
| +8% | +$164K | 1.32% | 14 |
|
|
2016
Q4 | $1.89M | Sell |
11,895
-131
| -1% | -$20.8K | 1.26% | 20 |
|
|
2016
Q3 | $1.83M | Buy |
12,026
+68
| +0.6% | +$10.3K | 1.26% | 22 |
|
|
2016
Q2 | $1.74M | Buy |
11,958
+361
| +3% | +$52.4K | 1.25% | 23 |
|
|
2016
Q1 | $1.68M | Buy |
11,597
+643
| +6% | +$93.1K | 1.29% | 24 |
|
|
2015
Q4 | $1.44M | Sell |
10,954
-536
| -5% | -$70.5K | 1.12% | 32 |
|
|
2015
Q3 | $1.59M | Buy |
11,490
+334
| +3% | +$46.3K | 1.29% | 19 |
|
|
2015
Q2 | $1.73M | Sell |
11,156
-89
| -0.8% | -$13.8K | 1.29% | 16 |
|
|
2015
Q1 | $1.73M | Sell |
11,245
-724
| -6% | -$111K | 1.27% | 17 |
|
|
2014
Q4 | $1.84M | Buy |
11,969
+381
| +3% | +$58.4K | 1.34% | 18 |
|
|
2014
Q3 | $2.1M | Buy |
11,588
+398
| +4% | +$72.2K | 1.57% | 5 |
|
|
2014
Q2 | $1.94M | Buy |
11,190
+34
| +0.3% | +$5.89K | 1.41% | 10 |
|
|
2014
Q1 | $2.05M | Buy |
11,156
+105
| +1% | +$19.3K | 1.51% | 6 |
|
|
2013
Q4 | $1.98M | Sell |
11,051
-115
| -1% | -$20.6K | 1.46% | 6 |
|
|
2013
Q3 | $1.98M | Buy |
11,166
+413
| +4% | +$73.1K | 1.55% | 3 |
|
|
2013
Q2 | $1.96M | Buy |
+10,753
| New | +$1.96M | 1.64% | 3 |
|