L.M. Kohn & Company’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Sell |
1,807
-385
| -18% | -$114K | 0.14% | 132 |
|
|
2025
Q1 | $545K | Sell |
2,192
-69
| -3% | -$17.2K | 0.14% | 138 |
|
|
2024
Q4 | $497K | Buy |
2,261
+23
| +1% | +$5.06K | 0.13% | 140 |
|
|
2024
Q3 | $495K | Buy |
2,238
+255
| +13% | +$56.4K | 0.13% | 148 |
|
|
2024
Q2 | $343K | Sell |
1,983
-291
| -13% | -$50.3K | 0.09% | 183 |
|
|
2024
Q1 | $434K | Buy |
2,274
+19
| +0.8% | +$3.63K | 0.12% | 159 |
|
|
2023
Q4 | $369K | Buy |
2,255
+52
| +2% | +$8.51K | 0.12% | 155 |
|
|
2023
Q3 | $309K | Buy |
2,203
+5
| +0.2% | +$701 | 0.11% | 157 |
|
|
2023
Q2 | $294K | Buy |
2,198
+643
| +41% | +$86K | 0.11% | 169 |
|
|
2023
Q1 | $204K | Buy |
1,555
+38
| +3% | +$4.98K | 0.08% | 200 |
|
|
2022
Q4 | $214K | Buy |
+1,517
| New | +$214K | 0.1% | 192 |
|
|
2022
Q3 | – | Sell |
-1,424
| Closed | -$201K | – | 223 |
|
|
2022
Q2 | $201K | Buy |
+1,424
| New | +$201K | 0.09% | 210 |
|