Joseph P. Lucia & 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
Q3 | $1.15M | Sell |
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|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $811K | Sell |
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|
2024
Q1 | $992K | Sell |
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|
2023
Q4 | $906K | Sell |
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|
2023
Q3 | $826K | Sell |
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|
2023
Q2 | $789K | Sell |
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|
2023
Q1 | $789K | Sell |
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|
2022
Q4 | $849K | Buy |
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|
2022
Q3 | $346K | Hold |
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|
2022
Q2 | $411K | Buy |
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|
2022
Q1 | $332K | Sell |
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|
2021
Q4 | $360K | Sell |
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|
2021
Q3 | $597K | Buy |
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|
2021
Q2 | $586K | Buy |
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|
2021
Q1 | $385K | Buy |
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|
2020
Q4 | $355K | Sell |
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|
2020
Q3 | $426K | Sell |
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|
2020
Q2 | $445K | Buy |
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|
2020
Q1 | $389K | Buy |
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|
2019
Q4 | $461K | Sell |
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|
2019
Q3 | $506K | Sell |
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|
2019
Q2 | $506K | Sell |
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|
2019
Q1 | $415 | Buy |
|