JPLA
Joseph P. Lucia & Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
4,635
+210
| +5% | +$61.9K | 0.56% | 55 |
|
|
2025
Q1 | $1.1M | Sell |
4,425
-222
| -5% | -$55.2K | 0.5% | 57 |
|
|
2024
Q4 | $1.02M | Buy |
4,647
+54
| +1% | +$11.9K | 0.45% | 59 |
|
|
2024
Q3 | $1.02M | Sell |
4,593
-95
| -2% | -$21K | 0.47% | 59 |
|
|
2024
Q2 | $811K | Sell |
4,688
-508
| -10% | -$87.9K | 0.42% | 63 |
|
|
2024
Q1 | $992K | Sell |
5,196
-342
| -6% | -$65.3K | 0.53% | 57 |
|
|
2023
Q4 | $906K | Sell |
5,538
-353
| -6% | -$57.7K | 0.56% | 54 |
|
|
2023
Q3 | $826K | Sell |
5,891
-7
| -0.1% | -$982 | 0.58% | 54 |
|
|
2023
Q2 | $789K | Sell |
5,898
-117
| -2% | -$15.7K | 0.53% | 54 |
|
|
2023
Q1 | $789K | Sell |
6,015
-9
| -0.1% | -$1.18K | 0.55% | 52 |
|
|
2022
Q4 | $849K | Buy |
6,024
+3,111
| +107% | +$438K | 0.64% | 48 |
|
|
2022
Q3 | $346K | Hold |
2,913
| – | – | 0.27% | 78 |
|
|
2022
Q2 | $411K | Buy |
2,913
+360
| +14% | +$50.8K | 0.29% | 65 |
|
|
2022
Q1 | $332K | Sell |
2,553
-142
| -5% | -$18.5K | 0.2% | 83 |
|
|
2021
Q4 | $360K | Sell |
2,695
-1,600
| -37% | -$214K | 0.23% | 89 |
|
|
2021
Q3 | $597K | Buy |
4,295
+300
| +8% | +$41.7K | 0.35% | 72 |
|
|
2021
Q2 | $586K | Buy |
3,995
+1,109
| +38% | +$163K | 0.35% | 72 |
|
|
2021
Q1 | $385K | Buy |
2,886
+65
| +2% | +$8.67K | 0.17% | 89 |
|
|
2020
Q4 | $355K | Sell |
2,821
-681
| -19% | -$85.7K | 0.25% | 79 |
|
|
2020
Q3 | $426K | Sell |
3,502
-185
| -5% | -$22.5K | 0.4% | 63 |
|
|
2020
Q2 | $445K | Buy |
3,687
+182
| +5% | +$22K | 0.4% | 62 |
|
|
2020
Q1 | $389K | Buy |
3,505
+65
| +2% | +$7.21K | 0.43% | 60 |
|
|
2019
Q4 | $461K | Sell |
3,440
-40
| -1% | -$5.36K | 0.42% | 61 |
|
|
2019
Q3 | $506K | Sell |
3,480
-192
| -5% | -$27.9K | 0.52% | 54 |
|
|
2019
Q2 | $506K | Sell |
3,672
-55,833
| -94% | -$7.69M | 0.53% | 51 |
|
|
2019
Q1 | $415 | Buy |
+59,505
| New | +$415 | 0.03% | 172 |
|