DLA
Douglas Lane & Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.9M | Sell |
182,892
-17,017
| -9% | -$5.02M | 0.78% | 49 |
|
|
2025
Q1 | $49.7M | Sell |
199,909
-8,798
| -4% | -$2.19M | 0.73% | 53 |
|
|
2024
Q4 | $45.9M | Sell |
208,707
-9,143
| -4% | -$2.01M | 0.65% | 60 |
|
|
2024
Q3 | $48.2M | Sell |
217,850
-22,834
| -9% | -$5.05M | 0.66% | 60 |
|
|
2024
Q2 | $41.6M | Sell |
240,684
-31,198
| -11% | -$5.4M | 0.59% | 68 |
|
|
2024
Q1 | $51.9M | Sell |
271,882
-11,197
| -4% | -$2.14M | 0.73% | 55 |
|
|
2023
Q4 | $46.3M | Sell |
283,079
-15,256
| -5% | -$2.5M | 0.71% | 57 |
|
|
2023
Q3 | $41.9M | Sell |
298,335
-6,815
| -2% | -$956K | 0.7% | 56 |
|
|
2023
Q2 | $40.8M | Sell |
305,150
-1,079
| -0.4% | -$144K | 0.66% | 57 |
|
|
2023
Q1 | $40.1M | Sell |
306,229
-680
| -0.2% | -$89.1K | 0.67% | 54 |
|
|
2022
Q4 | $43.2M | Sell |
306,909
-29,035
| -9% | -$4.09M | 0.72% | 55 |
|
|
2022
Q3 | $39.9M | Sell |
335,944
-6,075
| -2% | -$722K | 0.74% | 54 |
|
|
2022
Q2 | $48.3M | Buy |
342,019
+1,700
| +0.5% | +$240K | 0.82% | 48 |
|
|
2022
Q1 | $44.2M | Sell |
340,319
-1,222
| -0.4% | -$159K | 0.62% | 65 |
|
|
2021
Q4 | $45.7M | Buy |
341,541
+5,681
| +2% | +$759K | 0.61% | 69 |
|
|
2021
Q3 | $46.7M | Buy |
335,860
+2,666
| +0.8% | +$370K | 0.67% | 61 |
|
|
2021
Q2 | $48.8M | Buy |
333,194
+5,416
| +2% | +$794K | 0.68% | 60 |
|
|
2021
Q1 | $43.7M | Sell |
327,778
-25,718
| -7% | -$3.43M | 0.68% | 66 |
|
|
2020
Q4 | $44.5M | Sell |
353,496
-117,946
| -25% | -$14.8M | 0.75% | 50 |
|
|
2020
Q3 | $57.4M | Buy |
471,442
+44,064
| +10% | +$5.36M | 1.14% | 36 |
|
|
2020
Q2 | $51.6M | Buy |
427,378
+16,684
| +4% | +$2.01M | 1.11% | 40 |
|
|
2020
Q1 | $45.6M | Buy |
410,694
+9,703
| +2% | +$1.08M | 1.2% | 33 |
|
|
2019
Q4 | $53.7M | Buy |
400,991
+38,430
| +11% | +$5.15M | 1% | 44 |
|
|
2019
Q3 | $52.7M | Buy |
362,561
+40,250
| +12% | +$5.85M | 1.05% | 42 |
|
|
2019
Q2 | $44.4M | Buy |
322,311
+10,398
| +3% | +$1.43M | 0.87% | 50 |
|
|
2019
Q1 | $44M | Buy |
311,913
+4,705
| +2% | +$664K | 0.91% | 51 |
|
|
2018
Q4 | $34.9M | Buy |
307,208
+1,853
| +0.6% | +$211K | 0.82% | 56 |
|
|
2018
Q3 | $46.2M | Buy |
305,355
+31,629
| +12% | +$4.78M | 0.91% | 52 |
|
|
2018
Q2 | $38.2M | Buy |
273,726
+56,558
| +26% | +$7.9M | 0.81% | 57 |
|
|
2018
Q1 | $33.3M | Buy |
217,168
+100,105
| +86% | +$15.4M | 0.72% | 62 |
|
|
2017
Q4 | $18M | Buy |
117,063
+58,969
| +102% | +$9.05M | 0.38% | 86 |
|
|
2017
Q3 | $8.43M | Buy |
58,094
+5,643
| +11% | +$819K | 0.19% | 98 |
|
|
2017
Q2 | $8.07M | Sell |
52,451
-35
| -0.1% | -$5.38K | 0.19% | 98 |
|
|
2017
Q1 | $9.14M | Sell |
52,486
-1,891
| -3% | -$329K | 0.23% | 101 |
|
|
2016
Q4 | $9.03M | Sell |
54,377
-3,027
| -5% | -$502K | 0.23% | 100 |
|
|
2016
Q3 | $9.12M | Sell |
57,404
-798
| -1% | -$127K | 0.24% | 101 |
|
|
2016
Q2 | $8.83M | Buy |
58,202
+7,800
| +15% | +$1.18M | 0.25% | 102 |
|
|
2016
Q1 | $7.63M | Buy |
+50,402
| New | +$7.63M | 0.21% | 111 |
|