Alan B. Lancz & Associates’s IBM IBM Stock Holding History

Alan B. Lancz & Associates’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Buy
2024 Q4	–	Sell
2024 Q3	$209K	Buy
2023 Q2	–	Sell
2023 Q1	$150K	Hold
2022 Q4	$167K	Sell
2022 Q3	$148K	Hold
2022 Q2	$163K	Sell
2022 Q1	$201K	Hold
2021 Q4	$207K	Buy