Lafayette Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Hold |
3,852
| – | – | 0.23% | 68 |
|
|
2025
Q1 | $958K | Buy |
3,852
+250
| +7% | +$62.2K | 0.2% | 64 |
|
|
2024
Q4 | $792K | Buy |
3,602
+18
| +0.5% | +$3.96K | 0.17% | 71 |
|
|
2024
Q3 | $792K | Hold |
3,584
| – | – | 0.17% | 70 |
|
|
2024
Q2 | $620K | Sell |
3,584
-75
| -2% | -$13K | 0.14% | 75 |
|
|
2024
Q1 | $699K | Hold |
3,659
| – | – | 0.16% | 73 |
|
|
2023
Q4 | $598K | Sell |
3,659
-331
| -8% | -$54.1K | 0.15% | 76 |
|
|
2023
Q3 | $560K | Sell |
3,990
-65
| -2% | -$9.12K | 0.15% | 75 |
|
|
2023
Q2 | $543K | Hold |
4,055
| – | – | 0.14% | 76 |
|
|
2023
Q1 | $532K | Hold |
4,055
| – | – | 0.15% | 77 |
|
|
2022
Q4 | $571K | Hold |
4,055
| – | – | 0.16% | 73 |
|
|
2022
Q3 | $482K | Hold |
4,055
| – | – | 0.15% | 76 |
|
|
2022
Q2 | $573K | Sell |
4,055
-90
| -2% | -$12.7K | 0.17% | 71 |
|
|
2022
Q1 | $539K | Buy |
4,145
+365
| +10% | +$47.5K | 0.13% | 81 |
|
|
2021
Q4 | $505K | Sell |
3,780
-25,459
| -87% | -$3.4M | 0.13% | 86 |
|
|
2021
Q3 | $3.88M | Sell |
29,239
-6
| -0% | -$797 | 1.05% | 37 |
|
|
2021
Q2 | $4.1M | Buy |
29,245
+1,714
| +6% | +$240K | 1.12% | 35 |
|
|
2021
Q1 | $3.51M | Sell |
27,531
-130
| -0.5% | -$16.6K | 1.12% | 38 |
|
|
2020
Q4 | $3.33M | Sell |
27,661
-1,998
| -7% | -$240K | 1.13% | 35 |
|
|
2020
Q3 | $3.45M | Sell |
29,659
-398
| -1% | -$46.3K | 1.32% | 31 |
|
|
2020
Q2 | $3.47M | Sell |
30,057
-732
| -2% | -$84.5K | 1.45% | 27 |
|
|
2020
Q1 | $3.27M | Sell |
30,789
-872
| -3% | -$92.5K | 1.57% | 25 |
|
|
2019
Q4 | $4.06M | Sell |
31,661
-1,203
| -4% | -$154K | 1.41% | 29 |
|
|
2019
Q3 | $4.57M | Sell |
32,864
-26
| -0.1% | -$3.62K | 1.65% | 26 |
|
|
2019
Q2 | $4.34M | Sell |
32,890
-304
| -0.9% | -$40.1K | 1.54% | 28 |
|
|
2019
Q1 | $4.48M | Sell |
33,194
-418
| -1% | -$56.4K | 1.65% | 26 |
|
|
2018
Q4 | $3.65M | Sell |
33,612
-8,577
| -20% | -$932K | 1.47% | 27 |
|
|
2018
Q3 | $6.1M | Sell |
42,189
-8,338
| -17% | -$1.21M | 2.1% | 20 |
|
|
2018
Q2 | $6.75M | Sell |
50,527
-588
| -1% | -$78.5K | 2.47% | 14 |
|
|
2018
Q1 | $7.5M | Buy |
51,115
+96
| +0.2% | +$14.1K | 2.8% | 10 |
|
|
2017
Q4 | $7.48M | Buy |
51,019
+20
| +0% | +$2.93K | 2.68% | 13 |
|
|
2017
Q3 | $7.07M | Buy |
50,999
+2,150
| +4% | +$298K | 2.63% | 14 |
|
|
2017
Q2 | $7.18M | Buy |
48,849
+355
| +0.7% | +$52.2K | 2.66% | 12 |
|
|
2017
Q1 | $8.07M | Sell |
48,494
-222
| -0.5% | -$37K | 2.99% | 9 |
|
|
2016
Q4 | $7.73M | Buy |
48,716
+183
| +0.4% | +$29K | 2.96% | 10 |
|
|
2016
Q3 | $7.37M | Hold |
48,533
| – | – | 2.97% | 9 |
|
|
2016
Q2 | $7.04M | Buy |
48,533
+721
| +2% | +$105K | 2.86% | 11 |
|
|
2016
Q1 | $6.92M | Buy |
47,812
+9,191
| +24% | +$1.33M | 2.88% | 12 |
|
|
2015
Q4 | $5.08M | Buy |
38,621
+35,680
| +1,213% | +$4.69M | 2.11% | 22 |
|
|
2015
Q3 | $408K | Sell |
2,941
-105
| -3% | -$14.6K | 0.18% | 47 |
|
|
2015
Q2 | $474K | Hold |
3,046
| – | – | 0.2% | 45 |
|
|
2015
Q1 | $467K | Hold |
3,046
| – | – | 0.2% | 43 |
|
|
2014
Q4 | $467K | Hold |
3,046
| – | – | 0.2% | 45 |
|
|
2014
Q3 | $553K | Hold |
3,046
| – | – | 0.25% | 43 |
|
|
2014
Q2 | $528K | Hold |
3,046
| – | – | 0.23% | 43 |
|
|
2014
Q1 | $561K | Sell |
3,046
-140
| -4% | -$25.8K | 0.26% | 43 |
|
|
2013
Q4 | $571K | Buy |
3,186
+314
| +11% | +$56.3K | 0.27% | 41 |
|
|
2013
Q3 | $509K | Hold |
2,872
| – | – | 0.25% | 44 |
|
|
2013
Q2 | $525K | Buy |
+2,872
| New | +$525K | 0.25% | 45 |
|