West Oak Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24K | Sell |
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|
2025
Q2 | $1.43K | Hold |
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|
2025
Q1 | $1.21K | Hold |
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|
2024
Q4 | $1.07M | Hold |
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|
2024
Q3 | $1.07K | Hold |
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|
2024
Q2 | $83.9K | Hold |
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|
2024
Q1 | $93K | Hold |
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|
2023
Q4 | $80K | Hold |
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|
2023
Q3 | $68K | Hold |
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|
2023
Q2 | $64.9K | Hold |
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|
2023
Q1 | $63.6K | Sell |
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|
2022
Q4 | $72K | Sell |
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|
2022
Q3 | $63K | Hold |
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|
2022
Q2 | $75K | Hold |
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|
2022
Q1 | $69K | Sell |
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|
2021
Q4 | $81K | Sell |
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|
2021
Q3 | $97K | Buy |
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|
2021
Q2 | $97K | Hold |
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|
2021
Q1 | $89K | Buy |
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|
2020
Q4 | $82K | Buy |
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|
2020
Q3 | $68K | Sell |
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|
2020
Q2 | $854K | Sell |
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|
2020
Q1 | $848K | Sell |
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|
2019
Q4 | $1.17M | Sell |
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|
2019
Q3 | $1.51M | Sell |
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|
2019
Q2 | $1.6M | Buy |
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|
2019
Q1 | $1.59M | Buy |
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|
2018
Q4 | $930K | Sell |
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|
2018
Q3 | $1.54M | Sell |
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|
2018
Q2 | $1.44M | Sell |
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|
2018
Q1 | $1.7M | Sell |
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|
2017
Q4 | $1.71M | Sell |
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|
2017
Q3 | $1.68M | Sell |
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|
2017
Q2 | $1.89M | Sell |
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|
2017
Q1 | $2.14M | Buy |
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|
2016
Q4 | $1.89M | Sell |
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|
2016
Q3 | $1.83M | Buy |
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|
2016
Q2 | $1.74M | Buy |
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|
2016
Q1 | $1.68M | Buy |
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|
2015
Q4 | $1.44M | Sell |
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|
2015
Q3 | $1.59M | Buy |
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|
2015
Q2 | $1.73M | Sell |
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|
2015
Q1 | $1.73M | Sell |
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|
2014
Q4 | $1.84M | Buy |
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|
2014
Q3 | $2.1M | Buy |
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|
2014
Q2 | $1.94M | Buy |
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|
2014
Q1 | $2.05M | Buy |
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|
2013
Q4 | $1.98M | Sell |
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|
2013
Q3 | $1.98M | Buy |
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|
2013
Q2 | $1.96M | Buy |
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