LJAC
L.J. Altfest & Co’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
8,087
-68
| -0.8% | -$20K | 0.28% | 65 |
|
|
2025
Q1 | $2.03M | Sell |
8,155
-238
| -3% | -$59.2K | 0.25% | 70 |
|
|
2024
Q4 | $1.85M | Buy |
8,393
+54
| +0.6% | +$11.9K | 0.24% | 75 |
|
|
2024
Q3 | $1.84M | Buy |
8,339
+553
| +7% | +$122K | 0.25% | 73 |
|
|
2024
Q2 | $1.35M | Sell |
7,786
-1,299
| -14% | -$225K | 0.18% | 89 |
|
|
2024
Q1 | $1.74M | Buy |
9,085
+448
| +5% | +$85.6K | 0.25% | 69 |
|
|
2023
Q4 | $1.41M | Sell |
8,637
-51
| -0.6% | -$8.34K | 0.2% | 86 |
|
|
2023
Q3 | $1.22M | Hold |
8,688
| – | – | 0.19% | 87 |
|
|
2023
Q2 | $1.16M | Sell |
8,688
-483
| -5% | -$64.7K | 0.17% | 90 |
|
|
2023
Q1 | $1.2M | Sell |
9,171
-17
| -0.2% | -$2.23K | 0.19% | 80 |
|
|
2022
Q4 | $1.3M | Buy |
9,188
+686
| +8% | +$96.7K | 0.21% | 76 |
|
|
2022
Q3 | $1.01M | Sell |
8,502
-413
| -5% | -$49.1K | 0.19% | 83 |
|
|
2022
Q2 | $1.26M | Buy |
8,915
+11
| +0.1% | +$1.55K | 0.23% | 71 |
|
|
2022
Q1 | $1.16M | Sell |
8,904
-44
| -0.5% | -$5.72K | 0.21% | 78 |
|
|
2021
Q4 | $1.2M | Sell |
8,948
-12
| -0.1% | -$1.6K | 0.23% | 85 |
|
|
2021
Q3 | $1.25M | Sell |
8,960
-66
| -0.7% | -$9.17K | 0.26% | 68 |
|
|
2021
Q2 | $1.32M | Sell |
9,026
-691
| -7% | -$101K | 0.29% | 62 |
|
|
2021
Q1 | $1.3M | Buy |
9,717
+14
| +0.1% | +$1.87K | 0.31% | 63 |
|
|
2020
Q4 | $1.22M | Sell |
9,703
-4,299
| -31% | -$541K | 0.3% | 61 |
|
|
2020
Q3 | $1.7M | Sell |
14,002
-1,094
| -7% | -$133K | 0.45% | 36 |
|
|
2020
Q2 | $1.82M | Buy |
15,096
+1,278
| +9% | +$154K | 0.52% | 34 |
|
|
2020
Q1 | $1.53M | Buy |
13,818
+2,806
| +25% | +$311K | 0.48% | 38 |
|
|
2019
Q4 | $1.48M | Sell |
11,012
-380
| -3% | -$50.9K | 0.37% | 42 |
|
|
2019
Q3 | $1.66M | Sell |
11,392
-207
| -2% | -$30.1K | 0.43% | 36 |
|
|
2019
Q2 | $1.6M | Sell |
11,599
-1,857
| -14% | -$256K | 0.43% | 40 |
|
|
2019
Q1 | $1.9M | Sell |
13,456
-433
| -3% | -$61.1K | 0.46% | 36 |
|
|
2018
Q4 | $1.58M | Sell |
13,889
-612
| -4% | -$69.6K | 0.44% | 35 |
|
|
2018
Q3 | $2.19M | Sell |
14,501
-210
| -1% | -$31.8K | 0.64% | 25 |
|
|
2018
Q2 | $2.06M | Sell |
14,711
-4,236
| -22% | -$592K | 0.77% | 24 |
|
|
2018
Q1 | $2.91M | Buy |
18,947
+292
| +2% | +$44.8K | 1.25% | 16 |
|
|
2017
Q4 | $2.86M | Sell |
18,655
-192
| -1% | -$29.5K | 1.09% | 16 |
|
|
2017
Q3 | $2.73M | Sell |
18,847
-77
| -0.4% | -$11.2K | 1.33% | 12 |
|
|
2017
Q2 | $2.91M | Buy |
18,924
+4,453
| +31% | +$685K | 1.76% | 13 |
|
|
2017
Q1 | $2.52M | Sell |
14,471
-10,483
| -42% | -$1.83M | 1% | 19 |
|
|
2016
Q4 | $4.14M | Sell |
24,954
-315
| -1% | -$52.3K | 2.07% | 8 |
|
|
2016
Q3 | $4.01M | Buy |
25,269
+26
| +0.1% | +$4.13K | 2.67% | 6 |
|
|
2016
Q2 | $3.83M | Buy |
25,243
+10,309
| +69% | +$1.56M | 2.67% | 6 |
|
|
2016
Q1 | $2.26M | Sell |
14,934
-214
| -1% | -$32.4K | 2.33% | 10 |
|
|
2015
Q4 | $2.09M | Sell |
15,148
-8,724
| -37% | -$1.2M | 2.04% | 12 |
|
|
2015
Q3 | $3.46M | Sell |
23,872
-59
| -0.2% | -$8.55K | 3.42% | 4 |
|
|
2015
Q2 | $3.89M | Buy |
23,931
+302
| +1% | +$49.1K | 3.57% | 3 |
|
|
2015
Q1 | $3.79M | Buy |
23,629
+2,747
| +13% | +$441K | 3.53% | 2 |
|
|
2014
Q4 | $3.35M | Sell |
20,882
-184
| -0.9% | -$29.5K | 2.74% | 3 |
|
|
2014
Q3 | $3.98M | Buy |
21,066
+208
| +1% | +$39.2K | 3.91% | 4 |
|
|
2014
Q2 | $3.92M | Sell |
20,858
-33
| -0.2% | -$6.21K | 3.86% | 4 |
|
|
2014
Q1 | $4.08M | Sell |
20,891
-314
| -1% | -$61.3K | 3.79% | 4 |
|
|
2013
Q4 | $3.98M | Buy |
+21,205
| New | +$3.98M | 3.39% | 4 |
|