JLBC
J.L. Bainbridge & Co’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Hold |
1,004
| – | – | 0.03% | 74 |
|
|
2025
Q1 | $250K | Buy |
1,004
+1
| +0.1% | +$249 | 0.03% | 76 |
|
|
2024
Q4 | $220K | Buy |
1,003
+5
| +0.5% | +$1.1K | 0.02% | 88 |
|
|
2024
Q3 | $221K | Buy |
+998
| New | +$221K | 0.02% | 88 |
|
|
2021
Q4 | – | Sell |
-67,558
| Closed | -$9.39M | – | 88 |
|
|
2021
Q3 | $9.39M | Buy |
67,558
+9,199
| +16% | +$1.28M | 1.12% | 20 |
|
|
2021
Q2 | $8.56M | Sell |
58,359
-637
| -1% | -$93.4K | 1.02% | 21 |
|
|
2021
Q1 | $7.86M | Buy |
58,996
+41
| +0.1% | +$5.46K | 1.04% | 21 |
|
|
2020
Q4 | $7.42M | Buy |
58,955
+47,450
| +412% | +$5.97M | 1.04% | 20 |
|
|
2020
Q3 | $1.4M | Buy |
+11,505
| New | +$1.4M | 0.22% | 24 |
|
|
2019
Q4 | – | Sell |
-1,441
| Closed | -$210K | – | 81 |
|
|
2019
Q3 | $210K | Buy |
+1,441
| New | +$210K | 0.03% | 67 |
|