Alan B. Lancz & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $221K | Hold |
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|
2025
Q3 | $210K | Hold |
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|
2025
Q2 | $220K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $209K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $150K | Hold |
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|
2022
Q4 | $167K | Sell |
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|
2022
Q3 | $148K | Hold |
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|
2022
Q2 | $163K | Sell |
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|
2022
Q1 | $201K | Hold |
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|
2021
Q4 | $207K | Buy |
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