ABLA
Alan B. Lancz & Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+746
| New | +$220K | 0.22% | 119 |
|
|
2024
Q4 | – | Sell |
-946
| Closed | -$209K | – | 133 |
|
|
2024
Q3 | $209K | Buy |
+946
| New | +$209K | 0.19% | 128 |
|
|
2023
Q2 | – | Sell |
-1,146
| Closed | -$150K | – | 154 |
|
|
2023
Q1 | $150K | Hold |
1,146
| – | – | 0.16% | 149 |
|
|
2022
Q4 | $167K | Sell |
1,146
-100
| -8% | -$14.6K | 0.17% | 149 |
|
|
2022
Q3 | $148K | Hold |
1,246
| – | – | 0.18% | 143 |
|
|
2022
Q2 | $163K | Sell |
1,246
-300
| -19% | -$39.2K | 0.16% | 151 |
|
|
2022
Q1 | $201K | Hold |
1,546
| – | – | 0.18% | 143 |
|
|
2021
Q4 | $207K | Buy |
+1,546
| New | +$207K | 0.18% | 141 |
|